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Are you suggesting "AI madness" is a one time event that will not continue? AI is dramatically improving productivity and not just for developers. The "madness"
by breadwinner 2y ago
Are you suggesting "AI madness" is a one time event that will not continue? AI is dramatically improving productivity and not just for developers. The "madness" will continue until every job is fully automated. That requires a lot of chips.
- TheAlchemist 2y ago"AI", once we get there, is indeed the future and will continue to play an increasing role everywhere. But what happened to Nvidia profits last year is a one time event and will get back to normal sooner or later.
- breadwinner 2y ago> last year is a one time event It is repeating this year as well, given all the announcements. So maybe it is a two time event? I think it could repeat every year as long as Nvidia continues to innovate and keep their lead. DeepSeek is providing an efficiency boost, and that doesn't kill Nvidia. In fact, Nvidia themselves delivered an efficiency boost with Blackwell chips. DeepSeek is a one-time efficiency boost, but Nvidia will continue to boost efficiency every year, based on Moore's law.
- sebastiennight 2y agoSince we're talking about GPUs here, you might be interested in reading about "Huang's law" rather than Moore's: https://en.wikipedia.org/wiki/Huang's_law https://en.wikipedia.org/wiki/Huang's_law