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Whether an AI winter is coming or not, Nvidia is going to be selling a shitload of shovels for the next 10 years.
by ryandvm 3y ago
Whether an AI winter is coming or not, Nvidia is going to be selling a shitload of shovels for the next 10 years.
- NewJazz 3y agoEnough to justify a $2tn valuation?
- delecti 3y agoIf AI were just one thing, maybe not. But right now "AI" is LLMs, ML, the umbrella of "generative" (image, code, voice, video), and probably others I can't think of off the top of my head. I sure wouldn't bet on all of those fizzling out, and there are a lot of shovels to sell for each one of them.
- aurareturn 3y agoThey’re likely going well behind $2 trillion soon. The hype isn’t nearly done in my opinion.