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Datacenter Processors for AI is already 78% of Nvidia's Revenue

57 points by bratao 3y ago

bdjsiqoocwk 3y ago
Does anyone understand what "data center processors _for analytics_" mean?
- defrost 3y ago
  Numerical crunchers that can take in vast amounts of multi channel data .. non-AI analytics is lilely a small percentage of the total volume now .. but it's a similar type of operation, form high dimensional data representations and dimensionally reduce to find patterns, form predictions, or create "running kernals" that can sharpen features of future incoming streams.
  - deleted 3y ago
    [deleted]
- deleted 3y ago
  [deleted]
- moondev 3y ago
  GeForce vs everything else
- SJC_Hacker 3y ago
  Theoretically it means you wouldn't need much manual data engineering. "Just throw AI at our data problem and give me interesting/actionable info" I'd even simply this a bit - can you have the AI translate natural language into SQL queries? ChatGPT can already do this at least for certain fairly simple cases.
  - grdnogdc 3y ago
    The idea that AI will get this right (for interesting / realistic use cases) sufficiently often to take the human out of the loop seems optimistic pre-AGI. Most humans I’ve tried to help with data analysis don’t know what they want, don’t know how to get it, don’t know how to interpret it, and don’t know how to check if their analysis is correct. (Fortunately, mostly they only want to use the data to affirm their preexisting decisions, so it’s actually fine).
vouaobrasil 3y ago
This highlights an interesting thing: while AI is in the news constantly these days, we should really be concerned about what is NOT in the news regarding AI...
- chrisldgk 3y ago
  Can you elaborate what you mean by that?
  - vouaobrasil 3y ago
    My point is that AI is an exceptionally powerful tool that can shape society by creating a huge amount of information that may be detrimental to society. And, much of this content creation will happen behind closed doors without much fanfare at all. Only, we will be exposed to it and modified by it. While the news and media will advertise the popular stories, what really concerns me is how much of this is being done without our knowledge and how much it can change society without us knowing a thing about it.
VikingCoder 3y ago
They should sell their gaming division to Valve.
- kratosatreus 3y ago
  Or buy valve and have them lead the gaming division
  - VikingCoder 3y ago
    Lol, yeah, my math was a bit off. "According to Bloomberg, Valve is valued at $6.9 billion in March 2024." "Nvidia market cap = $2.23 trillion" 100% - 78% = 22% $2.23 trillion * 22% = $490.6 billion And, $490.6 billion > $6.9 billion. So yeah, kudos to my math.
spIrr 3y ago
When I was a financial auditor, one of the tests on revenue we did was a concentration test, since having a large portion of your revenue coming from a few customers is a risk to business continuity. Wonder how Nvidia folks are thinking of mitigations for that.
xyst 3y ago
If it wasn’t apparent already that nvidia is overpriced. This is the nail in the coffin. As soon as the AI bubble pops (ie, current generation AI fail to meet unreasonably high expectations), nvidia will come crashing down fast. OpenAI ceo pursued a $7 trillion dollar ask for investment in semiconductors. https://www.wsj.com/tech/ai/sam-altman-seeks-trillions-of-dollars-to-reshape-business-of-chips-and-ai-89ab3db0 https://www.wsj.com/tech/ai/sam-altman-seeks-trillions-of-do... VR, crypto, real estate. All of the hallmarks of a bubble exist with the current phase of AI
- kvakkefly 3y ago
  Nah he didn’t really do that, did he? Hehe
- mickeyfrac 3y ago
  There seems to be a non zero chance that AI is a transformative tech a la the internet. Then the bear case becomes is Nvidia the same as Cisco in 1999? Did Cisco have a moat like CUDA? Will the AI boom be like 1999? Do you compare p/e, forward p/e or p/s which all paint a different picture of how similar the stocks are. I would suggest it’s not totally apparent what will happen with the Nvidia stock price, especially as the ramifications for the world could be so huge if AI is as transformative as speculated. It threatens the stability of many other markets / stocks. Time will tell!
  - jijijijij 3y ago
    While time will tell, if "AI" brings us a beneficial application, you can safely bet against a lot of industries, since the destructive uses are already proven. So far AI excels only in human mimicry, which strongly enables abuse and exploitation, but has little legitimate value. Spam and fishing will break basically everything without authentication. Youtube and Google search are already half broken because of AI spam. Dating Apps will break, comment sections will break, the web is gonna break for the most part... Not looking good for classic telecommunication either, since you can't trust messages and calls anymore.
    - 3y ago
scotty79 3y ago
I wonder if this years crypto bull run will even register. How high was reduction of money stream to GPU miners after ETH went proof of stake? 4 years ago even Intel wanted to release chip dedicated to mining. But it missed the peak and abandoned the project, I believe. This time AI swamps everything.

57 points by bratao 3y ago

bdjsiqoocwk 3y ago

Does anyone understand what "data center processors _for analytics_" mean?

defrost 3y ago
Numerical crunchers that can take in vast amounts of multi channel data .. non-AI analytics is lilely a small percentage of the total volume now .. but it's a similar type of operation, form high dimensional data representations and dimensionally reduce to find patterns, form predictions, or create "running kernals" that can sharpen features of future incoming streams.
- deleted 3y ago
  [deleted]
deleted 3y ago
[deleted]
moondev 3y ago
GeForce vs everything else
SJC_Hacker 3y ago
Theoretically it means you wouldn't need much manual data engineering. "Just throw AI at our data problem and give me interesting/actionable info" I'd even simply this a bit - can you have the AI translate natural language into SQL queries? ChatGPT can already do this at least for certain fairly simple cases.
- grdnogdc 3y ago
  The idea that AI will get this right (for interesting / realistic use cases) sufficiently often to take the human out of the loop seems optimistic pre-AGI. Most humans I’ve tried to help with data analysis don’t know what they want, don’t know how to get it, don’t know how to interpret it, and don’t know how to check if their analysis is correct. (Fortunately, mostly they only want to use the data to affirm their preexisting decisions, so it’s actually fine).

vouaobrasil 3y ago

This highlights an interesting thing: while AI is in the news constantly these days, we should really be concerned about what is NOT in the news regarding AI...

chrisldgk 3y ago
Can you elaborate what you mean by that?
- vouaobrasil 3y ago
  My point is that AI is an exceptionally powerful tool that can shape society by creating a huge amount of information that may be detrimental to society. And, much of this content creation will happen behind closed doors without much fanfare at all. Only, we will be exposed to it and modified by it. While the news and media will advertise the popular stories, what really concerns me is how much of this is being done without our knowledge and how much it can change society without us knowing a thing about it.

VikingCoder 3y ago

They should sell their gaming division to Valve.

kratosatreus 3y ago
Or buy valve and have them lead the gaming division
- VikingCoder 3y ago
  Lol, yeah, my math was a bit off. "According to Bloomberg, Valve is valued at $6.9 billion in March 2024." "Nvidia market cap = $2.23 trillion" 100% - 78% = 22% $2.23 trillion * 22% = $490.6 billion And, $490.6 billion > $6.9 billion. So yeah, kudos to my math.

spIrr 3y ago

When I was a financial auditor, one of the tests on revenue we did was a concentration test, since having a large portion of your revenue coming from a few customers is a risk to business continuity. Wonder how Nvidia folks are thinking of mitigations for that.

xyst 3y ago

If it wasn’t apparent already that nvidia is overpriced. This is the nail in the coffin. As soon as the AI bubble pops (ie, current generation AI fail to meet unreasonably high expectations), nvidia will come crashing down fast. OpenAI ceo pursued a $7 trillion dollar ask for investment in semiconductors. https://www.wsj.com/tech/ai/sam-altman-seeks-trillions-of-dollars-to-reshape-business-of-chips-and-ai-89ab3db0 https://www.wsj.com/tech/ai/sam-altman-seeks-trillions-of-do... VR, crypto, real estate. All of the hallmarks of a bubble exist with the current phase of AI

kvakkefly 3y ago
Nah he didn’t really do that, did he? Hehe
mickeyfrac 3y ago
There seems to be a non zero chance that AI is a transformative tech a la the internet. Then the bear case becomes is Nvidia the same as Cisco in 1999? Did Cisco have a moat like CUDA? Will the AI boom be like 1999? Do you compare p/e, forward p/e or p/s which all paint a different picture of how similar the stocks are. I would suggest it’s not totally apparent what will happen with the Nvidia stock price, especially as the ramifications for the world could be so huge if AI is as transformative as speculated. It threatens the stability of many other markets / stocks. Time will tell!
- jijijijij 3y ago
  While time will tell, if "AI" brings us a beneficial application, you can safely bet against a lot of industries, since the destructive uses are already proven. So far AI excels only in human mimicry, which strongly enables abuse and exploitation, but has little legitimate value. Spam and fishing will break basically everything without authentication. Youtube and Google search are already half broken because of AI spam. Dating Apps will break, comment sections will break, the web is gonna break for the most part... Not looking good for classic telecommunication either, since you can't trust messages and calls anymore.
  - 3y ago

scotty79 3y ago

I wonder if this years crypto bull run will even register. How high was reduction of money stream to GPU miners after ETH went proof of stake? 4 years ago even Intel wanted to release chip dedicated to mining. But it missed the peak and abandoned the project, I believe. This time AI swamps everything.