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It's not like AI hasn't been delivering during these past 3 years, and it's just getting started. There's no one stealing market share from Nvidia at the momen
by qwertox 2y ago
It's not like AI hasn't been delivering during these past 3 years, and it's just getting started.
There's no one stealing market share from Nvidia at the moment. Groq and Tenstorrent are extremely promising, but both are still private companies. Once Groq goes public, Nvidia will tank a bit for a while while all the "experts" announce the end of Nvidia. I wouldn't be surprised if then Nvidia would then also sell specialized AI accelerators, if they find that segment attractive enough due to losses in general GPU demand created by those companies.
- philistine 2y agoWhat has it been delivering? Who’s making money from this stuff? To quote Steve Jobs when talking to Dropbox: you guys don’t have a product, you have a feature.
- deleted 2y ago[deleted]
- CamperBob2 2y ago(Shrug) Jobs is dead, and Dropbox has an $8B market cap.
- noirbot 2y agoAnd what's Apple's services revenue off of iCloud?
- dagmx 2y agoTo be pedantic, AMD have dramatically grown their data center share with their alternatives over the past quarter. So there is definitely some market share being lost.