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It's interesting how both of those period have their tech stock flagship. dotcom: Cisco ai: Nvidia
by xnx 1y ago
It's interesting how both of those period have their tech stock flagship. dotcom: Cisco ai: Nvidia
- chii 1y agoon the other hand, it's easier to "copy" telecommunications equipment than state of the art chips. Not saying there won't be competitions to nvidia's dominance, but so far, not a pip from anyone (realistically that is).
- xnx 1y ago> Not saying there won't be competitions to nvidia's dominance, but so far, not a pip from anyone (realistically that is). It's so surprising. So much money at stake and there is zero competition for hardware purchase. Google's Tensor chips are excellent, but can only be rented.
- esafak 1y agoI think Cisco imploded because people moved to the cloud. But even cloud providers are stuck with nvidia; they have a software moat. Curiously, nvidia's P/E ratio is lower than it was two years ago!
- high_na_euv 1y agoCloud is 2010+ thing