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The AI boom that lead to Nvidia's market position is still, 3 years on, almost entirely speculative. The only products that are currently driving value (i.e., t
by mlsu 2y ago
The AI boom that lead to Nvidia's market position is still, 3 years on, almost entirely speculative. The only products that are currently driving value (i.e., that are providing consumer surplus, for which businesses and individuals are actually opening their checkbooks for) are paid chat-bots.
Nvidia ate the whole pie because they were in the right place at the right time with shovels to sell. Getting into it now, in house, would be a huge bet that the pot of gold will be there when they get to the end of the rainbow -- and they have a long way to go.
- Dalewyn 2y agoIntel actually has it even worse because they completely failed to bring ARC to market in time. The product came out (very) late, underdelivered, and permanently damaged the brand reputation. Yes, the drivers and thus the cards have gotten better, but who's talking about them now? Noone. They say the opposite of love is indifference, and basically everything Intel has sold outside of CPUs and NICs have suffered market indifference. Actually, maybe even the NICs given everyone seems to prefer Realtek NICs over Intel NICs these days. Nvidia and AMD have it way better because if the market doesn't love them, you bet the market will hate on them instead of be indifferent.
- speed_spread 2y agoRealtek WiFi NICs are dogshit. Intel AX210 shine where the others are slow and unreliable.
- dash2 2y agoIt's off topic, but congratulations on the triple mixed metaphor. Not sure whether you use the shovel to dig up the pot of gold to buy the pie, or sell the shovels to bash through the pie crust and get to the rainbow....