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Nvidia is selling a ton of chips on hype. Google is saving a ton of money by making TPUs, which will pay off in the future when AI is better monetized, but so
by dismalaf 1y ago
Nvidia is selling a ton of chips on hype.
Google is saving a ton of money by making TPUs, which will pay off in the future when AI is better monetized, but so far no one is directly making a massive profit from foundation models. It's a long term play.
Also, I'd argue Nvidia is massively overvalued.
- CalChris 1y agoCommon in gold rushes but then they are selling chips. Are they overvalued? Maybe. Are they profitable (something WeWork and Uber aren't) ? Yes, quite.