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The Nvidia situation wasn't predictable as they sell an unique item with pratical applications. There are no alternatives to Nvidia GPUs if you want to efficie
by Iulioh 2y ago
The Nvidia situation wasn't predictable as they sell an unique item with pratical applications.
There are no alternatives to Nvidia GPUs if you want to efficiently train an AI, they have an effective monopoly.
Personally i would have invested in TSMC/ASML or Intel as this point. Buy the shovel maker.
- bluecalm 2y agoNVidia make those things for quite some time you know? They also have done heavy investments in software side and had total dominance there for years. It's not like your needed to know 10 years ago. >>TSMC Relatively low margins, few good well negotiating customers. Can't grow fast. >>ASML What do you think market could have missed there? Good company with simple business model. Very unlikely to grow fast. >>Intel Terrible company with long track record of stupid decisions and deception. What make you think they will suddenly turn around and start innovating?
- Iulioh 2y agoGood points but they have the fabs. That's why my bets are on them. Everyone is reliant on ASML and unlikely to change. Intel has fabs and is too big to fail, the us government won't let it happen. I'm making a safe bet on the long term, not a speculative one based on a technology that will or won't be worth that valuation.