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nVidia's entire valuation right now is riding the AI bubble. All you have to do is convince the market that this disagreement might hurt that.

• whalesalad 3y ago
  Doesn't change the fact that everyone and their brother is ordering H100's as fast as humanely possible and going all-in on CUDA. I agree there is a bubble, but the hype train is going to keep riding for some time.
  • sam0x17 3y ago
    One article saying "AMD playing nice with open source, nVidia not, will nVidia continue to be a leader in AI?" and they'll fold
    • blackoil 3y ago
      That's a daydream. NVidia never played nice with OSS. People still use it and are doubling down on CUDA.
    • deleted 3y ago
      [deleted]