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Others are designing their own chips right? How about Nvidia up their game and provide an IaaS or design a decent mobile product? That could be a move.
by leowoo91 8y ago
Others are designing their own chips right? How about Nvidia up their game and provide an IaaS or design a decent mobile product? That could be a move.
- KaoruAoiShiho 8y agoTheir customers are IaaS providers. That would be extremely dangerous for them and a step too far probably. I have hope they'll get back into mobile eventually with the advent of Windows-on-ARM. Their focus right now is rightly on the AI software stack. That's where the value is going to be generated in the future decade and NVDIA needs to make sure all that value is generated using their platform. There are so many verticals that will be buying products, so much money to be made. They're also heavily investing in autos, but tbh that's just 1 vertical and imo not even the most exciting one. Verticals like healthcare, restaurants, home robot servants, logistics, photography, constructions, are even more exciting and lucrative.
- RantyDave 8y agoPhotography? You fancy taking on Apple?