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> Nvidia kind of got lucky with their bet on AI I see flavors of this narrative quite often. Nvidia has been positioning their GPU's for AI since the late 2000
by rybosworld 2y ago
> Nvidia kind of got lucky with their bet on AI
I see flavors of this narrative quite often. Nvidia has been positioning their GPU's for AI since the late 2000's. And their GPU's were being used for AI at least as early as 2011
To me, it doesn't seem fair to discount Nvidia's foresight. A lot of smart people saw this opportunity even before the invention of LLM's. That's a bit like building a light bulb before discovering electricity.
- ghaff 2y agoI do think it's unfair to discount Nvidia's success as "having gotten lucky." On the other hand, I also think the back-to-back 1-2 punch of crypto and LLMs was probably hard to foresee as something way more important than a handful of high-end gamers and maybe some commercial linear algebra applications.