[flagged]
Life becomes a lot simpler when you just stop giving a fuck.
Nvidia projects $673B in sales as AI demand widens
11–20 of 116 posts
Re: Nvidia projects $673B in sales as AI demand widens
#12Re: Nvidia projects $673B in sales as AI demand widens
#13[dead]
Re: Nvidia projects $673B in sales as AI demand widens
#14The projected ai capex for this and next years is above 1000b/year. 673b/year doesn't sound so weird, if they manage to spent so much, obviously.
I couldn’t find the 1000b number, but if that is “ai buildout capex” that means you think that 67% of every dollar spent on building data centers, training models, and running inference, is going directly to nvidia. Which is just silly on the face of it. Data centers need concrete, copper, DRAM, SSDs, and labour. That alone will cost more than 33%.
> Data centers need concrete, copper, DRAM, SSDs, and labour. That alone will cost more than 33%.
Surely the land is a double digit percentage of their budget? I know they build in the middle of nowhere, but even then.
Re: Nvidia projects $673B in sales as AI demand widens
#15Earlier quoted context omitted.
Short it. NVDA is the most liquid market in history.
“Markets can remain irrational longer than you can remain solvent”
It's all factored in! The unimaginably vastness of the cosmos: Past, future, at astronomical through Planck scales. You have no agency; free will is an emergent phenomenon. You are not smarter than all those quants with their Ivy league degrees and 7 figure salaries, surely; the only winning move is not to play.
Re: Nvidia projects $673B in sales as AI demand widens
#16The way publications just regurgitate this stuff with no critical thought boggles my mind.
Short it. NVDA is the most liquid market in history.
Do not short it. I repeat, do not do this! Do not play the game of capitalism against expert capitalists who have spent the last few decades rigging the game more an more in their own favor. In very rare cases may be lucky but only for a short while. The more trades you make the more the odds stack against you, and you will loose everything.
In a game where the odds are stacked against you, the only winning move is not to play.
This is a financial advice.
Re: Nvidia projects $673B in sales as AI demand widens
#17[flagged]
Life becomes a lot simpler when you just stop giving a fuck.
In the last week I’ve had a madman yell A.I. ‘facts’ at me as he tells me how to do my job. I’ve had employees forward A.I. generated text instead of doing the work properly and had a former employee send A.I. generated letters pleading for a job.
As you say, you have not stop caring. But its not necessarily easy to get to that point.
Re: Nvidia projects $673B in sales as AI demand widens
#18Re: Nvidia projects $673B in sales as AI demand widens
#19Earlier quoted context omitted.
Short it. NVDA is the most liquid market in history.
Do not short it. I repeat, do not do this! Do not play the game of capitalism against expert capitalists who have spent the last few decades rigging the game more an more in their own favor. In very rare cases may be lucky but only for a short while. The more trades you make the more the odds stack against you, and you will loose everything. In a game where the odds are stacked against you, the only winning move is n…
Oh no, WOPR/Joshua has gained LLM sentience.
(it is sage advice, but reminded me of nuclear war)
Re: Nvidia projects $673B in sales as AI demand widens
#20Sold after the price rise from this announcement. They can make the sales projection, but it doesn't mean they'll hit it:
1. Small models are rapidly growing in capability, require less compute to train and serve
2. There are more suppliers now, both in China & the US (OpenAI even have their own inferencing hardware now)
3. Memory still constrains how much they can ship in the short term