Timely_Jellyfish_2077@programming.dev to Technology@lemmy.worldEnglish · 1 year agoNvidia overtakes Apple as the second most valuable company.www.cnbc.comexternal-linkmessage-square82fedilinkarrow-up10arrow-down10
arrow-up10arrow-down1external-linkNvidia overtakes Apple as the second most valuable company.www.cnbc.comTimely_Jellyfish_2077@programming.dev to Technology@lemmy.worldEnglish · 1 year agomessage-square82fedilink
minus-squarephotonic_sorcerer@lemmy.dbzer0.comlinkfedilinkEnglisharrow-up0·1 year agoNvidia and other chipmakers produce actual, useful products. They’ll be sitting pretty after the bubble pops.
minus-squaremal3oon@lemmy.worldlinkfedilinkEnglisharrow-up0·1 year agoTheir main growth drivers are data centers, when demand will dry within 2 years, a bubble will pop. Especially when theoretical architecture of Neural Network change, the need for high performance will decrease.
minus-squarephotonic_sorcerer@lemmy.dbzer0.comlinkfedilinkEnglisharrow-up0·1 year agoThen we’ll all get cheaper GPUs! Oh no!
minus-squarefrezik@midwest.sociallinkfedilinkEnglisharrow-up0·1 year agoSee also: Sun Microsystems, who made tons of servers that drove the dotcom boom. They didn’t fare so well afterword. This is a “grab the pile of cash and be happy” situation.
minus-squareAux@lemmy.worldlinkfedilinkEnglisharrow-up0·1 year agoCUDA has a lot of applications outside of AI. They’ll just refocus on the next bubble and will continue hoarding wealth.
The big AI bubble
Nvidia and other chipmakers produce actual, useful products. They’ll be sitting pretty after the bubble pops.
Their main growth drivers are data centers, when demand will dry within 2 years, a bubble will pop. Especially when theoretical architecture of Neural Network change, the need for high performance will decrease.
Then we’ll all get cheaper GPUs! Oh no!
deleted by creator
See also: Sun Microsystems, who made tons of servers that drove the dotcom boom. They didn’t fare so well afterword.
This is a “grab the pile of cash and be happy” situation.
CUDA has a lot of applications outside of AI. They’ll just refocus on the next bubble and will continue hoarding wealth.