Jlagreen

9 ms·

61.
by Jlagreen 2y ago
$50 billion can be afforded by WAY WAY more sites and companies so Nvidia will simply delivered to >10x more data centers. Or instead of shipping 100k GPUs to Meta, they will ship 100k GPUs to 10 different customers. For Nvidia, it is gr
62.
by Jlagreen 2y ago
If we expect that the demand for GPT-5 in AI compute is 100x of that of GPT-4 then if GPT-4 was trained in months on 10k of H100 then you would need years with 100k of H100 or maybe again months with 100k of GB200. See, there is your answer
63.
by Jlagreen 2y ago
Nvidia has a strong research arm in quantum computing: https://www.nvidia.com/en-us/solutions/quantum-computing/ Jensen only simply said how the situation is as there is no point in hyping it yet. AI is diffe
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by Jlagreen 2y ago
And because the world buys all the shelf stuff from Nvidia and uses CUDA, Nvidia get the largest debugging user base there is. This way Nvidia can continue to make CUDA even better and cycle repeats.
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by Jlagreen 2y ago
Nvidia once rested on their laurels and that was the Geforce FX over 20 years ago. Jensen was so pissed, he literally screamed at every person in the company. But he also made sure that resting won't ever happen again. Andy Grove from
66.
by Jlagreen 2y ago
No, they wouldn't. Nvidia focuses more on premium and margin than on unit share. Nvidia looks at Apple. Apple has 75% of profit share with 25% of unit share of the whole smartphone market. Apple makes 3x more profit than all other smar
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by Jlagreen 2y ago
On what are fast and new LLMs created if not on a GPU? The reason Nvidia dominates is that all the AI research is done on their GPUs for the past decade. That's why any new approach in AI will be on Nvidia's GPU and Nvidia will al
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by Jlagreen 2y ago
Digital worlds used for prototyping so you can safe lots of money on prototyping. Imagine that you can build a complete factory virtually first and then test run it. Planning is the most effort in building a factory so you have to do it in
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by Jlagreen 2y ago
Nvidia's gross margins have been 50% with gaming cards only a decade ago. They have been above Apple's since back then. And Nvidia had grown them to 65% even before the AI craze. They main reason why it becomes so crazy is that de
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by Jlagreen 2y ago
And what many don't understand Nvidia is an accelerated computing company today which is something which will benefit almost any industry. Compute power from Nvidia's ecosystem can benefit everything and Nvidia is working on growi
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by Jlagreen 2y ago
Totally wrong! Jensen decided to focus on CUDA almost 2 decades ago while Wallstreet called him an idiot back then. 12 years ago, Nvidia started to deliver GPUs for HPC and super computers in research. AlexNet was the special event to trans
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by Jlagreen 2y ago
That's actually funny because before with Vega AMD was exactly there and decided to go RDNA and CDNA because it made more sense for separating consumer and data center. While at the same time, Nvidia was going the other route and tryin
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by Jlagreen 2y ago
Simple, while they are working to replace them, Nvidia is working to replace them as well. Nvidia AI Enterprise has been availble for 2 years and growth is exponentially. It's $4500 per GPU license and SaaS business for Nvidia. Last ye
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by Jlagreen 2y ago
It's manufacturing capability and there is no absolute slowdown. Nvidia has been increasing data center revenue by exactly $4b for many quarters QoQ. The only difference now is that the base is higher so it looks like growth is slowing
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by Jlagreen 2y ago
Listen to earanings call, SW runtime is $2b for 2024 double of the $1b of last year. Nvidia Enterprise AI is spreading. People totally underestimate that and still think of Nvidia as a Semi company which only makes chips lol.
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by Jlagreen 2y ago
Ok, where shall I start??? You look it from the eyes of a single developer with dome trial and error approach. Do you think Fortune 500 companies without an army of SW engineers would trial and error in AI? Why do you think MS is so strong?
77.
by Jlagreen 2y ago
This is wrong, please check what DGX is. DGX is a complete data center from Nvidia where Nvidia is the supplier of everything themselves: - CPU+GPU from Nvidia - Rack from Nvidia - Interconnects + networking from Nvidia - SW from OS to appl
78.
by Jlagreen 2y ago
To be fair, 128 are maybe $2.5 million revenue for AMD. If they predict $4b then we talk about 200-400k MI300X. For every $1b more revenue, AMD needs capacity from TSMC in the area of 50-100k. To be frank, your 128 are a rounding error in t
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by Jlagreen 2y ago
Super computers are in 95% cases government funded and I recommend that you check in conditions for tenders and how government has check on certain condition in buying. That isn't a normal business partner who only looks at performance
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by Jlagreen 2y ago
You mean like Omniverse from Nvidia where you can simulate entire factories or as Nvidia does data centers before they are built? Or how about building the world virtually? https://www.nvidia.com/en-us/high-performance-
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by Jlagreen 2y ago
fortunately, it's not for a one person to decide what an economy needs or not. The demand is there and that's why we have "ad companies".
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by Jlagreen 2y ago
If you're able to advertise available GPU compute in some public forums then it's enough to tell us about the demand of MI300X in cloud ...
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by Jlagreen 2y ago
Nvidia offers AI Enterprise suite with NeMo, NIMS and many other services and consultancy to enterprise customers. These customers than can either use any AI models or Nvidia models. Nvidia has no intention to earn money on models but to of
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by Jlagreen 2y ago
The obvious part to invest in Nvidia was 2015/2016 when they started to make money in data center. Nvidia managed to move the GPU into data center and started to compete with Nvidia but actually creating a new market because CPU and GP
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by Jlagreen 2y ago
If I had sold my share when they gained 250% then I would have been out of Nvidia years ago. My initial shares on Nvidia have gained >10000%, on average I'm at >5000%. The time to get out of Nvidia is when you the value of their
86.
by Jlagreen 2y ago
You're right. I have invested in Nvidia in 2016 and rode all ups and downs. I can clearly remember the drops in 2018 and 2022. In hindsight, I should have bought more Nvidia than Micron in 2018. I thought that my position in Nvidia was
87.
by Jlagreen 2y ago
Nvidia has released Enterprise AI suite in 2022 as the first company in the world. While everyone thinks that CSP will catch up with Nvidia in chips, Nvidia is actually working in displacing CSP in their domain which is SaaS. Nvidia has alr
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by Jlagreen 2y ago
This news is much bigger than many probably see. In the end, it means Nvidia is partnering with everyone and their mother to build AI infrastructure. That means Nvidia in the end doesn't care if Big CSPs (Azure, AWS, GCP), small CSPs (
89.
by Jlagreen 2y ago
The reason we use Windows so much on PCs still today is that MS was first with a SDK for PC applications. Simple as that. It's the same reason why we have no Windows on mobile phones. MS was too late and Apple/Google already won t
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by Jlagreen 2y ago
I have invested in Nvidia 8 years ago. So if AI becomes huge and replaces me than I'll simply retire on my shares otherwise I'll still have a job. Investing in Nvidia is called hedging your job :)

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