The market thought Nvidia was toast when cryptocurrency flopped over. The demand for GPGPU compute is pervasive, and even if LLMs go nowhere then there's still

The market thought Nvidia was toast when cryptocurrency flopped over. The demand for GPGPU compute is pervasive, and even if LLMs go nowhere then there's still applications for CUDA and high-performance server compute. When the dust settles, Nvidia's lifeline is less the AI demand and more their server niche they fill. Besides Apple, who can't be forced to build server hardware at gunpoint, Nvidia is the only TSMC customer bringing HPC to the consumer. That's an enormous segment they can capitalize on, and AI is really just the tip of the iceberg. With so many other OEMs laser-focused on AI performance, they're entirely glossing over the flexibility that made CUDA successful in the first place. Pour another one out for OpenCL, the industry hardly knew ye.