Jlagreen

10 ms·

91.
by Jlagreen 2y ago
Correct, so it's impossible to determine the winners and losers in AI. But no matter what all the companies will do with AI, they will all need AI computing. So it's not so difficult to predict that Nvidia will be a clear winner.
92.
by Jlagreen 2y ago
Jensen is a mastermind! Tesla is buying Nvidia GPUs so naturally Jensen promotes Tesla for their GPU use case which is full self driving. If Tesla succeeds or not, doesn't matter for Nvidia as long as Tesla continue to buy Nvidia GPUs
93.
by Jlagreen 2y ago
What about the 1000s of companies outside of Big Tech who are interested in AI. Where will they get their AI compute? I tell you where, from Nvidia direclty or from a CSP renting it to them. Oh wait, aren't MS, Amazon and Google such C
94.
by Jlagreen 2y ago
You mean the same companies who are paying AWS, Azure and GCP a lot of money for decades despite there being cheap alternatives? Or which customers do you talk about? My company uses Azure for years. I don't expect them to change that
95.
by Jlagreen 2y ago
You ignore a very important fact which goes above any cost and that is security and stability. A fast unstable or unsafe system belongs into the trash can in any enterprise. B2C will first ask about security and stability. Do you think AWS,
96.
by Jlagreen 2y ago
Yes, but will they pay as well? Getting good AI talent now is very costly. HW engineers are cheaper. Nvidia has more SW than HW engineers for a reason and the transformation for that started slowly almost 2 decades ago and accelerated 2012
97.
by Jlagreen 2y ago
And how has Cisco done since the early 1990s? Not so bad, right? Nobody knows if Nvidia is in the late 1990s or the early 1990s. Based on valuation on P/E they are cheaper than Cisco in late 1990s.
98.
by Jlagreen 2y ago
Simple, because Nvidia can charge twice for the same GPU that way. Building a cloud data center is cost first and then you earn money by rent. But if you seel the GPU to a CSP then the cloud provider has the cost and needs to rent while you
99.
by Jlagreen 2y ago
Wait for H100 and use Nvidia support and any Nvidia card to get start? In my company 90% of computers have a Nvidia card so you can get started with CUDA immediately to start data aggregation and planning your AI training and infercing whil
100.
by Jlagreen 2y ago
TensorWave doesn't compete with Nvidia but with CoreWeave. I bet they might even have the same founder lol. CoreWeave is doing the same stuff but with Nvidia. Also using collateral. But CoreWeave did it last year when H100 was way more