"The more you buy, the more you save." - Jenson Huang
Nvidia announces financial results for second quarter fiscal 2024
441–444 of 444 posts
Re: Nvidia announces financial results for second quarter fiscal 2024
#442The good new is that Nvidia's high GPU prices motivate everyone (Intel, AMD, ARM, Google, etc.) to try and tackle the problem by making new chips, making more efficient use of current chips, etc. For all the distributed computing efforts that have existed (prime factorization, SETI@Home, Bitcoin, etc.), I'm surprised there isn't some way for gamers to rent out use of their GPU's when idle. It wouldn't be efficient, b…
They’re all pretty motivated, they’ve been motivated for years, and almost nothing is happening. This situation isn’t exactly a poster child for the Efficient Markets Hypothesis. Every year just sounds like “Nvidia’s new consumer GPUs are adding new features, breaking previous performance ceilings, running games at huge resolutions and framerates. Their datacenter cards are completely sold out because they can spin s…
Aren't AMD's competing against nvidia's 80 series GPUs these days?
Re: Nvidia announces financial results for second quarter fiscal 2024
#443Earlier quoted context omitted.
Yeah, every company of any note is planning how to use AI, and a lot of the use cases are already proved out. This isn’t speculative nonsense. The question is how big does it get, not will it be big. Crypto and blockchain never had an actual proved out use case. There was an interesting idea but no one ever could figure out a way it was useful. The costs associated were much higher than the risks of not using it. Peo…
I’m saying all of that growth has been priced in for multiple years now. It’s likely to have very solid fundamentals and new relationships in enterprises everywhere for years to come. As such it’s ripe for overvaluation by both retail and institutional traders. If I had a horse in this race I would ride the wave for a while as others piled on, then take a nice honest profit before one of their many competitors turns…
100% it’ll be an overshoot. Always is. But, I think the top is really hard to gauge this time.
Re: Nvidia announces financial results for second quarter fiscal 2024
#444Earlier quoted context omitted.
In bitcoin mining, GPU phase lasted only two years, before been outcompeted first by specialized FPGAs and then by ASICs. Nobody used GPUs for bitcoin mining since 2013. Maybe ML will follow similar path. But the computation is much different from ML, doesnt need memory at all.
Aren't tensorcores basically asics for ml?
if they have transistors for gaming, this is extra unneeded cost from the matrix multiplication point of view. If they have not, those are not GPUs anymore.