Seems Nvidia is going for maximum margin as they see competition ahead.
Nvidia CEO Jensen Huang announces new AI chips: ‘We need bigger GPUs’
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Re: Nvidia CEO Jensen Huang announces new AI chips: ‘We need bigger GPUs’
#52Time to sell. When they start becoming a platform, it means they have nothing more concrete in the near future. Sell now and buy again later once the price corrects.
If you held and then sold Nvidia stock when they announced CUDA or GeForce Live, you'd now be now a big pile of negative money richer.
Re: Nvidia CEO Jensen Huang announces new AI chips: ‘We need bigger GPUs’
#53They acquired Bright Cluster Manager a few years ago, who would be next on their list to acquire? It seems like they want to provide customers with the whole stack.
Canonical is a ripe target. Canonical has been trying to grow Ubuntu and other tools in the enterprise world for the last few years without significant success, and much of the Nvidia devkit stuff is built around Ubuntu.
Re: Nvidia CEO Jensen Huang announces new AI chips: ‘We need bigger GPUs’
#54Earlier quoted context omitted.
They are priced as if they are the only ones who are capable of creating chips that can crunch LLM algos. But AMD, Google, Intel, and even Apple are also capable. Apple is in talks with Google to bring Gemini to the iPhone, and it will obviously also be on android phones. So almost every phone on earth is poised to be using Gemini in the near future, and Gemini runs entirely on Google's own custom hardware (which is…
This seems as good a place as any to be Corrected by the Internet, so... correct me if I'm wrong. Making a graphics chip that is as good as Nvidia: Very difficult. Huge moat, huge effort, lots of barriers, lots of APIs, lot of experience, lots of decades of experience to overcome. Making something that can run a NN: Much, much easier. I'd guess, start-up level feasible. The math is much simpler. There's a lot of it,…
I agree with you, but let me devil's advocate.
After 10 years of pretending to care about compute, AMD has filled the industry with burned-once experts who, when weighing nvidia against competitors, instinctively include "likely boondoggle" against every competitor's quote because they've seen it happen, possibly several times. Combine this with nvidia's deep experience and and huge rich-get-richer R&D budget keeping them always one or two architecture and software steps ahead, like it did in graphics, and their rich-get-richer TSMC budget buying them a step ahead in hardware, and you have a scenario where it continues makes sense to pay the green tax for the next generation or three. Red/blue/other rebels get zinged and join team "just pay the green tax." NV continues to dominate. Competitors go green with envy, as was fortold.
Re: Nvidia CEO Jensen Huang announces new AI chips: ‘We need bigger GPUs’
#55Re: Nvidia CEO Jensen Huang announces new AI chips: ‘We need bigger GPUs’
#56FP8 being 2.5x Hopper is kind of disappointing after such a long time. Since its 2 fused chips, that means it’s 25% effective delta. though it seems most of the progress has been on memory throughput and power use which is still very impressive. I wonder how this will trickle down to the consumer segment.
How is 2.5x disappointing in one generation?
Re: Nvidia CEO Jensen Huang announces new AI chips: ‘We need bigger GPUs’
#57[dead]
Re: Nvidia CEO Jensen Huang announces new AI chips: ‘We need bigger GPUs’
#58Earlier quoted context omitted.
Tell me more about why you believe their stock is hilariously overvalued.
They are priced as if they are the only ones who are capable of creating chips that can crunch LLM algos. But AMD, Google, Intel, and even Apple are also capable. Apple is in talks with Google to bring Gemini to the iPhone, and it will obviously also be on android phones. So almost every phone on earth is poised to be using Gemini in the near future, and Gemini runs entirely on Google's own custom hardware (which is…
Good luck with that. Gemini Advanced is simply unusable right now....It's so bad its hard to believe nobody picked up on that yet.
Re: Nvidia CEO Jensen Huang announces new AI chips: ‘We need bigger GPUs’
#59They acquired Bright Cluster Manager a few years ago, who would be next on their list to acquire? It seems like they want to provide customers with the whole stack.
Canonical is a ripe target. Canonical has been trying to grow Ubuntu and other tools in the enterprise world for the last few years without significant success, and much of the Nvidia devkit stuff is built around Ubuntu.
Please do not give them this idea.
Ubuntu is actually a pretty great daily driver desktop Linux, and I'd hate for that to lose priority and disappear.
I'm not a fan of what happened to the Red Hat ecosystem for exactly the same reasons.
Re: Nvidia CEO Jensen Huang announces new AI chips: ‘We need bigger GPUs’
#60FP8 being 2.5x Hopper is kind of disappointing after such a long time. Since its 2 fused chips, that means it’s 25% effective delta. though it seems most of the progress has been on memory throughput and power use which is still very impressive. I wonder how this will trickle down to the consumer segment.
How is 2.5x disappointing in one generation?
Compare to the 10x that was Hopper uplift.