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Nvidia is the central bank of AI

economist.com

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Re: Nvidia is the central bank of AI

#21

Post by redox99 »

thrownawaysz wrote: post #13

I wonder when they will give up on the gaming market because that could take down several publishers and developers. I really don't think it's an if question but a when because it almost feels like an afterthought at this point (they removed the standalone gaming revenue report from the financial reports this summer). Also I don't think AMD and Intel is capable "to step in" to replace them.

They may allocate different number of resources every year based on market conditions but they'll never give up on gaming, that would be extremely silly.

Re: Nvidia is the central bank of AI

#22

Post by Avicebron »

yieldcrv wrote: post #12
treebeard901 wrote: post #9

The Japanese economy and yen carry trade is a close second.Rising oul prices and reduced output due to the conflicts in the Middle East could filter through to increasing yields on Japanese debt. In turn, the yen interventions have to continue to keep it lower than 160, which seems to be the psychological barrier for the yen carry trade.

I view the market as celestial objects influencing each other through a lattice similar to spacetime Everything influences each other with varying gravitational pull At one point the mental model was more like a web, but spacetime with mass matches the model more closely

Money is a lot like mass, it has it's own gravity.

Re: Nvidia is the central bank of AI

#23

Post by bigyabai »

thrownawaysz wrote: post #13

I wonder when they will give up on the gaming market because that could take down several publishers and developers. I really don't think it's an if question but a when because it almost feels like an afterthought at this point (they removed the standalone gaming revenue report from the financial reports this summer). Also I don't think AMD and Intel is capable "to step in" to replace them.

> I really don't think it's an if question but a when

Nvidia still will ship gaming products. The upcoming RTX Spark laptop APUs are still gaming-capable - we also have Blackwell gaming GPUs and the Nvidia-powered Nintendo Switch 2.

People echoed this sentiment during the crypto mining crunch, and we still got gaming hardware designs after that blew over. One of CUDA's core value props is the consumer market, and Nvidia probably won't surrender it unless hardware becomes unreasonably scarce.

Re: Nvidia is the central bank of AI

#25

Post by 12ha6 »

CuriouslyC wrote: post #17
thrownawaysz wrote: post #13

I wonder when they will give up on the gaming market because that could take down several publishers and developers. I really don't think it's an if question but a when because it almost feels like an afterthought at this point (they removed the standalone gaming revenue report from the financial reports this summer). Also I don't think AMD and Intel is capable "to step in" to replace them.

AAA gaming is cooked, and AMD/Intel is plenty able to support indie to AA needs.

Kushner and MBS bought Electronic Arts for $55 billion, so at least there will be a bailout or instructions to Nvidia to continue gaming cards.

Re: Nvidia is the central bank of AI

#26

Post by caaqil »

u1hcw9nx wrote: post #14

If Nvidia is a bank, it's an Islamic Bank. They don't take interest (usury), they share profits and risk. https://en.wikipedia.org/wiki/Islamic_banking_and_finance Imagine a scenario where the AI bubble bursts and AI companies and neoclouds go bankrupt en masse, and then a huge rebound occurs when AI has a delayed takeoff. Nvidia ends up with a massive amount of compute on its hands from its backstop deals, and it al…

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Re: Nvidia is the central bank of AI

#27

Post by petcat »

overcast wrote: post #18
itsalwaysgood wrote: post #10

Earlier quoted context omitted.

A platform: aka the foundation under the bank. The material cement that allows chips to exist above it. And the platform is made of time: ours.

ASML is the foundation. Without them, none of this would exist.

I think we can go even further and say that IBM, Zeiss, several Japanese companies, and even the US Department of Energy are the actual foundation since ASML is largely just an integrator of many different technologies they license from elsewhere.

Re: Nvidia is the central bank of AI

#28

Post by Synthetic7346 »

CuriouslyC wrote: post #17
thrownawaysz wrote: post #13

I wonder when they will give up on the gaming market because that could take down several publishers and developers. I really don't think it's an if question but a when because it almost feels like an afterthought at this point (they removed the standalone gaming revenue report from the financial reports this summer). Also I don't think AMD and Intel is capable "to step in" to replace them.

AAA gaming is cooked, and AMD/Intel is plenty able to support indie to AA needs.

How so? I have a 5070ti but from what I've read the 9070xt keeps up well enough. As long as you don't need the cuda or dlss AMD is a good option

Re: Nvidia is the central bank of AI

#29

Post by [deleted] »

caaqil wrote: post #26
u1hcw9nx wrote: post #14

If Nvidia is a bank, it's an Islamic Bank. They don't take interest (usury), they share profits and risk. https://en.wikipedia.org/wiki/Islamic_banking_and_finance Imagine a scenario where the AI bubble bursts and AI companies and neoclouds go bankrupt en masse, and then a huge rebound occurs when AI has a delayed takeoff. Nvidia ends up with a massive amount of compute on its hands from its backstop deals, and it al…

[flagged]

[deleted]
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