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> Nvidia’s valuation is based on the current trend continuing People said this back when Folding@Home was dominated by Team Green years ago. Then again when GP
by bigyabai 10mo ago
> Nvidia’s valuation is based on the current trend continuing
People said this back when Folding@Home was dominated by Team Green years ago. Then again when GPUs sold out for the cryptocurrency boom, and now again that Nvidia is addressing the LLM demand.
Nvidia's valuation is backstopped by the fact that Russia, Ukraine, China and the United States are all tripping over themselves for the chance to deploy it operationally. If the world goes to war (which is an unfortunate likelihood) then Nvidia will be the only trillion-dollar defense empire since the DoD's Last Supper.
- matthewdgreen 10mo agoChina is restricting purchases of H200s. The strong likelihood is that they're doing this to promote their own domestic competitors. It may take a few years for those chips to catch up and enter full production, but it's hard to envision any "trillion dollar" Nvidia defense empire once that happens.
- bigyabai 10mo agoIt's very easy to envision. America needs chips, and Intel can't do most of this stuff.
- zozbot234 10mo agoIntel makes GPUs.
- bigyabai 10mo agoIntel's GPU designs make AMD look world-class by comparison. Outside of transcode applications, those Arc cards aren't putting up a fight.
- irishcoffee 10mo ago...if you can't be with the one you love, love the one you're with?
- pjmlp 10mo agoIntel's GPU story all their life.