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Elliott - not as smart as he thinks. NVIDEA is indeed growing explosively, and that growth will indeed moderate, and NVIDEA improves cost/yields it will expand

Elliott - not as smart as he thinks. NVIDEA is indeed growing explosively, and that growth will indeed moderate, and NVIDEA improves cost/yields it will expand geometrically and decline to a linear rate - others will hop in and share. As for AI, it enjoys the same geometric growth - that will moderate individually, but applications will proliferate. This has years to run, maybe decades...

constantcrying 2y ago
This is a genuinely retarded comment. Do you have literally any idea about the stock market?
paulmd 2y ago
Yeah. The product isn’t AI, the product is Jensen - and he’s a legitimate business savant. He has an uncanny ability to see where the market could be going in 5-10 years and execute iteratively to get there. Right now you are seeing the RT groundwork finally take root - cerny is talking about how “surprised” they were about studios being so excited about RT. And sure it looks better, but the part cerny missed is that with game budgets ballooning, studios are eager to save wherever they can, and it turns out RT lighting can save about 25% of the development cost of a game. So now you are seeing a pivot to RT-by-default. We literally already have multiple games that do not even have a non-RT fallback renderer, on non-RT hardware they just do software-raytracing with shit-quality BVH and low ray count done on the cpu side instead of the gpu. Traditional raster fallback is essentially dead in the UE5 era. So far it’s metro EE, then Fortnite (even on series S!), Alan Wane, Avatar: Pandora, etc. The writing is on the wall, he did it again. That’s why Cerny is surprised, that’s why PS5 Pro might as well come with an RTX logo (the headline feature is the massive improvement in RT, plus AI upscaling), and that’s why AMD finally grumbled and is pushing forward a proper implementation in RDNA4.

constantcrying 2y ago

This is a genuinely retarded comment. Do you have literally any idea about the stock market?

paulmd 2y ago

Yeah. The product isn’t AI, the product is Jensen - and he’s a legitimate business savant. He has an uncanny ability to see where the market could be going in 5-10 years and execute iteratively to get there. Right now you are seeing the RT groundwork finally take root - cerny is talking about how “surprised” they were about studios being so excited about RT. And sure it looks better, but the part cerny missed is that with game budgets ballooning, studios are eager to save wherever they can, and it turns out RT lighting can save about 25% of the development cost of a game. So now you are seeing a pivot to RT-by-default. We literally already have multiple games that do not even have a non-RT fallback renderer, on non-RT hardware they just do software-raytracing with shit-quality BVH and low ray count done on the cpu side instead of the gpu. Traditional raster fallback is essentially dead in the UE5 era. So far it’s metro EE, then Fortnite (even on series S!), Alan Wane, Avatar: Pandora, etc. The writing is on the wall, he did it again. That’s why Cerny is surprised, that’s why PS5 Pro might as well come with an RTX logo (the headline feature is the massive improvement in RT, plus AI upscaling), and that’s why AMD finally grumbled and is pushing forward a proper implementation in RDNA4.