Hacker News Reader

I know nothing about AI or stocks, so please correct me if I'm wrong here: Isn't NVIDIA a clear winner already (bar any major technological advances allowing all of us to run LLMs on our phones?) I just checked the stock on google and it went up 200% since the beginning of the year!

View on HN

I'd say they are a winner right now. Selling some of the best shovels and sieves in the gold rush hype.

Edit: if AMD plays their cards right, I'd expect that they can get a lot more in on the action, too.

Intel and AMD are both trying to win the supercomputer-scale AI battle, and both of them have chips that put up impressive paper results. Nvidia's user experience is just better, though, and they treat hobbyists with slightly less disdain than the other chip companies.

Reply on news.ycombinator.com