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From a clueless investor here, it seems like NVidia would be a good play if you anticipate widespread growth in machine learning.
by disease 9y ago
From a clueless investor here, it seems like NVidia would be a good play if you anticipate widespread growth in machine learning.
- FLUX-YOU 9y agoGPUs are more useful than CPUs for ML, but eventually someone's going to want to cut nVidia out of that process: https://cloud.google.com/blog/big-data/2017/05/an-in-depth-look-at-googles-first-tensor-processing-unit-tpu https://cloud.google.com/blog/big-data/2017/05/an-in-depth-l... nVidia is still a solid choice as VR has raised the visual fidelity demands for games and experiences, and even a 1080Ti can't render VR games at 90+FPS at max graphics. That's still a lot of demand nVidia has to meet.
- partiallypro 9y agoNot sure if I'd want to chase Nvidia here, granted you could have said that 30% ago. I just don't see it as a sustained thing, because I believe FPGAs will eventually become the ML solution for giant corporations like Microsoft, Google, Amazon, IBM etc. Couple that with Tesla ditching Nvidia on the self driving things...I think Nvidia's run is in its late stages. It's still a great company, with a great product, but I think more than ML right now, it is riding a bitcoin train. It's like a pair trade.