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I've seen a regular stream of reports on HN about people "sort of" getting AI done on laptops and non and lowly GPU machines. Is it unreasonable or far-fetched to imagine that someone figures out how to efficiently get it all done without GPUs and pull the rug out from under Nvidia?
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With interconnect being the biggest limitation these days I don’t think this would work.
I'm not familiar with all the varied uses of GPUs but it seems like image generation could feasibly be distributed: large upfront download of models, then small inputs of text and settings, and small output of resulting images.
Absolutely monster numbers. The aftermarket trading is up over 8% as of right now, roughly $41 USD to approximately $513 a share. Insane. Anyone who is a lot more versed in company valuation methodology see this as being near peak value, or does Nvidia have a lot more room to run?
It’s basically a meme stock now. I don’t think anyone should be surprised by wide swings and irrational pricing going forward into the next few months.
I've seen a regular stream of reports on HN about people "sort of" getting AI done on laptops and non and lowly GPU machines. Is it unreasonable or far-fetched to imagine that someone figures out how to efficiently get it all done without GPUs and pull the rug out from under Nvidia?
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Nvidia is dragging the entire gaming industry forward with ray/path tracing and AI-based resolution and frame scaling. Everyone else (I.e., AMD) is following Nvidia’s lead. In what way has Nvidia “forgotten” gamers with the rise of their datacenter business?
Raytracing isn't a thing no matter how much nvidia wants to push it. The performance penalty is too big for what amounts to something that takes a trained eye to notice. AI-resolution scaling is nice to have on lower end devices but the max resolution people actually use is 4k and I can only think of VR where having more than 4k would be nice to have. My main gripe is that at 4k resolution, top of the line GPUs shoul…
Seems like you’re really dismissing the massive speed ups these past few years. Agreed that ray tracing in games is only at the beginning. A lot of that is gated by the consoles/AMD but that’s generally how it goes. Would love to see Nvidia in one of the powerful consoles to accelerate adoption of these technologies.
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Jensen is one of the largest shareholders. With over 80 million shares that's an over 3 million dollar dividend for him.
Wait 80M shares? He's worth 4B $ then. Not bad.
You d think that, at the level of capitalization of tech companies, competition would be cutthroat
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The market is also saying that Tesla is worth more than BMW, VW, Audi, Mercedes, Toyota, Hyundai, Fiat, Ford, and dozens of others combined . Mehh, I don't know.
"In the short run, the market is a voting machine but in the long run, it is a weighing machine."
And as somebody with a significant short position, I would add - "The market can stay irrational longer than you can stay solvent" !
Their numbers for this and next Q are absolutely amazing. It's also quite "refreshing" - a company with great product, almost without competition (so far - it will come real quick). And fun part being their main advantage is probably CUDA and not even the chips itself (which by the way they don't manufacture - they "only" do the design).
But still - even with those numbers, and even with this pace of growth (both being absolutely not sustainable, and will probably reverse hard next year) - the valuation doesn't make any sense, especially given the current interest rates.
It s come to the point that people are begging competitors to do something in the space. Who knows, maybe some cheap Chinese asic that can do matrix multiplication ends up eating their lunch. You d think that, at the level of capitalization of tech companies, competition would be cutthroat