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haha yes. tbh I don't get why everyone is so hysterical about nvidia right now like this article. It's a chip company. We knew chip companies are important ever
by twelve40 3y ago
haha yes. tbh I don't get why everyone is so hysterical about nvidia right now like this article. It's a chip company. We knew chip companies are important ever since ic's were invented in 1959. The technology is fascinating but it's also pretty predictable, nothing prophetic here.
- scarface74 3y agoIt’s not about the chip. It’s an ecosystem play with the chip + CUDA. I’m not saying that makes Nvidia worth 1T with it’s expected profit.
- jansan 3y agoRight, there are other chip companies. But products of those other companies usually do not make teen and crypto nerds drool.
- Turing_Machine 3y ago> Right, there are other chip companies. But products of those other companies usually do not make teen and crypto nerds drool. Also, none of those other chip companies have broken US$ 1 trillion in market cap. That's a notable achievement.
- twelve40 3y agodepending on how you count, so has FTX )) joking, of course, but only in part
- H8crilA 3y agoExtraordinary Popular Delusions And The Madness Of Crowds To elevate a stock, a tulip, or a religious belief, to levels that far exceed any reason - that's just a part of being human.
- eduction 3y agoI admit to the extent I thought about nvidia I just kind of assumed they would fade away as companies like intel and apple integrated graphics processing into their own SOCs in phones tablets laptops etc. And I also figured the crypto boom was a temporary unsustainable surge in the market for discrete gpus. Now LLMs have taken up the crypto slack in terms of gpu demand. (I think? Is this what’s going on?) The question I have is whether there is any reason nvidia won’t be commoditized out of this market. Maybe someone who is smart at hardware can explain.
- mensetmanusman 3y agoIf China can learn to get along with everyone, and they are allowed to purchase high-tech manufacturing equipment needed to train a workforce over the next two decades, then yes, it will eventually be commoditized.
- bee_rider 3y agoUltimately CPU, GPU, and memory will be in the same package because, who wants unnecessary latency? But it isn’t clear to me if Intel or Nvidia are further ahead when it comes to figuring that out.
- twelve40 3y agoit's kind of a mystery why they haven't yet. The G part of the trillion dollar GPU almost sounds like a misnomer by now.
- bee_rider 3y agoI think they basically have, it is just a really, really difficult problem to make a CPU that is competitive with Intel and a GPU that is competitive with NVIDIA, so putting it all together is not for the faint of heart.
- solarkraft 3y agoOn consumer devices this is increasingly happening. In data centers probably not so much.