Nvidia is now more valuable than Amazon and Google
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Re: Nvidia is now more valuable than Amazon and Google
#2And with a P/E ratio of 95, versus 25 and 59 for Google and Amazon, respectively!
Re: Nvidia is now more valuable than Amazon and Google
#3It seems deeply overvalued to me, as it's pretty likely that NVIDIA's competitors will have parallel computation hardware that competes well enough. I'm personally not a fan of NVIDIA's drivers or the reliability of their hardware.
Re: Nvidia is now more valuable than Amazon and Google
#4It seems deeply overvalued to me, as it's pretty likely that NVIDIA's competitors will have parallel computation hardware that competes well enough. I'm personally not a fan of NVIDIA's drivers or the reliability of their hardware.
Google is actually working on 1st party datacenter chips. Although I doubt those would be user-facing GPUs.
Re: Nvidia is now more valuable than Amazon and Google
#5And with a P/E ratio of 95, versus 25 and 59 for Google and Amazon, respectively!
agreed, it's very high, but with M2 growing again such outlandish valuations seem sustainable.
Re: Nvidia is now more valuable than Amazon and Google
#6It seems deeply overvalued to me, as it's pretty likely that NVIDIA's competitors will have parallel computation hardware that competes well enough. I'm personally not a fan of NVIDIA's drivers or the reliability of their hardware.
> I'm personally not a fan of NVIDIA's drivers or the reliability of their hardware.
As compared to AMD or Intel? I wish there was real competition to Nvidia but there isn't. I'm not a fan of their defacto monopoly but they do have the best product on the market and their competition has been asleep for 10 years. AMD and Intel barely knew what deep learning was 10 years ago (and certainly did not appreciate the opportunity) and Nvidia was already investing heavily.
Re: Nvidia is now more valuable than Amazon and Google
#7It seems deeply overvalued to me, as it's pretty likely that NVIDIA's competitors will have parallel computation hardware that competes well enough. I'm personally not a fan of NVIDIA's drivers or the reliability of their hardware.
Google is actually working on 1st party datacenter chips. Although I doubt those would be user-facing GPUs.
Google Pixels have a "neural core", and they have edge TPUs in addition to their data center TPUs. However Google hardware seems much less poised to take immediate advantage of the AI gold rush.
Re: Nvidia is now more valuable than Amazon and Google
#8Re: Nvidia is now more valuable than Amazon and Google
#9Looks like Mom and Pop have caught on to NVIDIA stock..
Re: Nvidia is now more valuable than Amazon and Google
#10Considering how much money Amazon and Google (and Microsoft and Oracle and....) are giving NVIDIA, this makes sense. Amazon and Microsoft in particular seem to be staking a pretty big part of their business on things that need GPUs.
And even though Amazon makes GPUs, they are still buying NVIDIAs by the truckload.