by nvidiafanbot on 11/7/24, 5:21 AM
Apple has an entire diversified product roadmap and ecosystem. Nvidia has a gpu. I don’t see longevity for Nvidia.
by zamalek on 11/7/24, 7:01 AM
The trough of disillusionment is going to be frightening, and I believe we're starting to see the first signs of it (with Apple's paper, ironically enough).
by gnabgib on 11/7/24, 3:33 AM
by unsnap_biceps on 11/7/24, 6:37 AM
I really wonder how the future tariffs are going to shape the AI industry. Are we going to see huge AI clusters being hosted overseas? Will it eat into Nvidia's bottom line or will consumers just eat the price increase?
by olliej on 11/7/24, 7:21 AM
I get that they’re selling huge amounts of hardware atm, but I feel like this is entirely due to the hype train that is BS generators.
I have not encountered any of the aggressively promoted use cases to be better than anything they replaced, and all the things people seem to choose to use seem of questionable long term value.
I can’t help but feel that this nonsense bubble is going to burst and a lot of this value is going to disappear.
by NoZZz on 11/8/24, 3:06 PM
A pretty rediculous proposition.
The chinese have just improved their chip fabricaiton processes, and a GPU is just a retarded parallelised cpu. Given that most of these innovations are being open sourced, it will be captured by a player that can push down the price.
by seydor on 11/7/24, 5:41 AM
Like Tesla but bonkers
by ChrisArchitect on 11/7/24, 5:54 AM
by dr_dshiv on 11/7/24, 7:14 AM
Is it scary that Huawei is competing with both, very quickly?
by PittleyDunkin on 11/7/24, 5:40 AM
"largest" in terms of market valuation; so, not a very substantial measure.
by mythz on 11/7/24, 6:18 AM
Weirdly enough for my next "AI hardware" purchase, I'm waiting for the release of the M4 Ultra to max out on VRAM since Nvidia's chips are highly overpriced and using GPU RAM to price gouge the market.
Since M4 Max allows 128GB RAM I'm expecting M4 Ultra to max out at 256GB RAM. Curious what x86's best value get consumer hardware with 256GB GPU RAM. I've noticed tinygrad offers a 192 GPU RAM setup for $40K USD [1], anything cheaper?
[1] https://tinygrad.org/#tinygrad