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You are right. Even more interesting, is the timing itself: The crypto craze waned just as LLMs were picking up. Any more delay with LLMs, and perhaps nvidia
by IG_Semmelweiss 3y ago
You are right. Even more interesting, is the timing itself:
The crypto craze waned just as LLMs were picking up. Any more delay with LLMs, and perhaps nvidia would have been overextended with no demand to take their inventory. There may in fact , be no nvidia in that future depending on the level of the bet.
Or take it 1 step further . if COVID hadnt happened, the crypto craze would never have occurred, and nvidia would have only been a bit-level player in the LLM craze we are now in.
I still remember nvidia ads in pc game magazines. That and 3dfx. Who knew?
- qwytw 3y ago> and nvidia would have only been a bit-level player in the LLM craze we are now in Why? They were the only ones taking GPGPU seriously? AMD completely ignored it for years and Intel only became serious about GPUs very recently.
- dylan604 3y agoHow are you pinning the crypto craze to COVID? People were mining long before 2020, and that demand was so high putting pressure on GPU inventory that the manufacturers were artificially crippling their performance when used as miners.
- IG_Semmelweiss 3y agoCrypto prices really took off when speculation went thru the roof due to govt "stimmies". Look at the increase in $ nominal pricing of non-standard crypto (everything not BTC, ETH, xmr), the largest upward move recorded in history will be the period 20-22 in the aggregate NFTs at 100K , etc. Thats the "craze" Before that it was still a speculative play, but hardly pervasive and available to so many.