Circular Financing: Does Nvidia's $110B Bet Echo the Telecom Bubble?

Post by xadhominemx » Sat, Oct 04, 2025, 3:01 PM UTC

Printerisreal wrote: post #61

xadhominemx wrote: post #43

Earlier quoted context omitted.

NVDA stock does not trade at a huge multiple. Only 25x EPS despite very rapid top line growth and a dominant position at the eve of possibly the most important technology transition in the history of humankind. The market is (and has been) pricing in a slowdown.

most important technology transition in the history of humankind but Nvidia itself is not leading the software part? Are they selling shovels or why would they give that part of being the head develop the AGI and GOD?

Post by thenaturalist » Sat, Oct 04, 2025, 3:02 PM UTC

mg wrote: post #18

Fiber networks were using less than 0.002% of available capacity, with potential for 60,000x speed increases. It was just too early. I doubt we will see unused GPU capacity. As soon as we can prompt "Think about the codebase over night. Try different ways to refactor it. Tomorrow, show me your best solution." we will want as much GPU time at the current rate as possible. If a minute of GPU usage is currently $0.10, a…

Post by Workaccount2 » Sat, Oct 04, 2025, 3:03 PM UTC

Mo3 wrote: post #31

mg wrote: post #18

Fiber networks were using less than 0.002% of available capacity, with potential for 60,000x speed increases. It was just too early. I doubt we will see unused GPU capacity. As soon as we can prompt "Think about the codebase over night. Try different ways to refactor it. Tomorrow, show me your best solution." we will want as much GPU time at the current rate as possible. If a minute of GPU usage is currently $0.10, a…

> I doubt we will see unused GPU capacity I'd argue we very certainly will. Companies are gobbling up GPUs like there's no tomorrow, assuming demand will remain stable and continue growing indefinitely. Meanwhile LLM fatigue has started to set in, models are getting smaller and smaller and consumer hardware is getting better and better. There's no way this won't end up with a lot of idle GPUs.

Post by belter » Sat, Oct 04, 2025, 3:04 PM UTC

cl42 wrote: post #25

narmiouh wrote: post #12

I think the fundamental issue is the uncertainty of achieving AGI with baked in fundamentals of reasoning. Almost 90% of topline investments appear to be geared around achieving that in the next 2-5 years. If that doesn’t come to pass soon enough, investors will loose interest. Interest has been maintained by continuous growth in benchmark results. Perhaps this pattern can continue for another 6-12 months before fati…

Not sure why you're getting downvoted. If you speak with AI researchers, they all seem reasonable in their expectations. ... but I work with non-technical business people across industries and their expectations are NOT reasonable. They expect ChatGPT to do their entire job for $20/month and hire, plan, budget accordingly. 12 months later, when things don't work out, their response to AI goes to the other end of the…

Post by JCM9 » Sat, Oct 04, 2025, 3:05 PM UTC

xbmcuser wrote: post #14

With all the major players like Amzn, Msft and Alphabet going for their own custom chips and restrictions on selling to China it will be interesting to see how Nvidia does. I personally would prefer China to get to parity on node size and get competitive with nvidia. As that is the only way I see the world not being taken over by the tech oligarchy.