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It is impossible to continue to rise unless something drastic happens. Nvidia is in the unfortunate position that most of it's revenue comes from a handful of c
by crop_rotation 2y ago
It is impossible to continue to rise unless something drastic happens. Nvidia is in the unfortunate position that most of it's revenue comes from a handful of companies. And those big companies are in the best position to put LLMs in hands of customers in their existing tools. So Nvidia is unlikely to get similarly big customers. Now unless those companies themselves start making a ton of new money and keep giving Nvidia all of it, I am not sure where is the expected earning going to come from. Off course if AGI is found, there will be far bigger changes.