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Counter point: The decline in NVDA stock price may also be due to newer models that require fewer GPUs, specifically from NVDA. In other words, the demand may
by alexpotato 2y ago
Counter point:
The decline in NVDA stock price may also be due to newer models that require fewer GPUs, specifically from NVDA.
In other words, the demand may stay the same but if fewer GPUs in general or non-NVDA GPUs specifically get you to the same point performance-wise then the supply just went up.
- dowager_dan99 2y agothis seems realistic with consideration of a lot of previous tech advancements. We focus on the disruption, but meanwhile the efficiency improvements follow closely (and often more easily) on the coat-tails. We should definitely be looking for more efficient production of what's already been proven, vs. the next big step happening immediately.