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Nvidia crushed its quarter–and CEO Jensen Huang said in a leaked all-hands

• nis0s 11mo ago
  I mean sure, the markets would have momentarily tumbled. Then, focus would have shifted around a new story, and they would have stabilized. NVDA isn’t the center of the universe it thinks it is. If you look at it critically, NVDA isn’t that far off from competitors, if the range overlaps then you can get comparable performance depending on the use case and ML framework used. https://sanj.dev/post/amd-vs-nvidia-ai-workloads-performance-2025 https://sanj.dev/post/amd-vs-nvidia-ai-workloads-performance... I am unconvinced that only Nvidia knows how to make the best GPUs, but they do have a nice software ecosystem.
  • ben_w 11mo ago
    I think NVIDIA's success, and also risks, are less about if they make the best and more about them making 95% of the ones that are good enough.
    • nis0s 11mo ago
      So, in ten years (maybe five) NVDA will be like IBM or Intel. Too big to ignore, just not for the right reasons.
      • ben_w 11mo ago
        They were already too big to ignore a few years back. I have no opinion about "for the right reasons".
• not_your_vase 11mo ago
  If we delivered a bad quarter, it is evidence there's an AI bubble. If we delivered a great quarter, we are fueling the AI bubble, While I think the bubble pop will be spectacular, he is not wrong here. You can't do right, if others want to see bad only.
• cjbenedikt 11mo ago
  "The current situation bears structural similarities to three major accounting frauds: Enron (2001), WorldCom (2002), and Lucent Technologies (2000)." https://substack.com/inbox/post/179453867 https://substack.com/inbox/post/179453867