In other words we hate them and want them to fail. Bill Gates, Elon Musk, the same story repeats again.
(c) NVidia isn't all about LLM, it has robotics, embedded, vision.. This is going to be huge as generic robotics hits.
(c) NVidia isn't all about LLM, it has robotics, embedded, vision.. This is going to be huge as generic robotics hits.
But its the LLM frenzy that made their market cap 20x in a few years, the other things didn't.
That's what people don't get. We're still primarily in AI research mode. The race in LLM training isn't about making money, it's about a R&D race and whoever gets a better product faster than competition.
Therefore Nvidia won't fail, because we're far far away from any AI production mode since the computing for that would need decades to install. Imagine how much compute power you would need for 24/7 assistant inferencing in real time for every person on earth. We're are just scratching the surface. For Nvidia to fail at this time would be the same as that the world would stop on AI research lol.
Imagine, you have an industry where 80% of all companies' / private investors R&D money becomes revenue of a single company. That's basically Nvidia's position in a nutshell.
Basically, Nvidia could do $1 trillion revenue on world wide R&D budgets alone, no need for their customers to make money yet.
Not convincing, another cheaper and/or faster hardware producer can replace NVidia. Something like quantum or optical optimized for LLM inference.
Yes, and they have the second big wave coming. This time they have no close competitors.
BTW, without LLMs Russian drones are using latest NVidia for navigation and targeting.
No. We hate them and we want them to have competitors, aka. "we must have a choice".
I miss ATI, Matrox, S3, 3dfx.