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Almondsetat

An object is what it does. NVIDIA is making the most money through AI, so that's what it is now to the market

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The hardware is heavily optimized for low precision matrix math, pretty much only used for AI.

And in graphics rasterization.

Those parts (the tensor cores) aren't used for rasterization.

While raster units are separate from tensor cores, both can be leveraged for image rendering. The simplest example of this is Nvidia's DLSS.

Not since the Ozaki scheme has appeared. Good high-precision perf from low-precision tensor units has unlocked some very interesting uses of low-fp64-perf GPUs.

Nvidia is selling hardware. What the buyers are doing with it doesn't change anything about Nvidia.

A company selling knives is not considered a butcher or cook, despite the main uses of knives being just that.

But it clearly does, as NVIDIA rolls out hardware and software optimised for deployment as AI compute.

You have a point. Then it's a "compute" company.

A company that sells knives, and also invests heavily in restaurants, might be considered to be in the restaurant business, however

Nvidia spends a lot of money investing in downstream AI companies, in what feels like a rather incestuous circle

I'm not sure if this is what you mean too, but by the same logic it's not a 'graphics company' nor gaming etc. either. 'Chipmaker' as they say, specialising in highly parallel application-specific compute.

Just like it was a crypto company. Its a computational fad chaser.

Next up: quantum. And that will be the end of them.

They're just selling. Thats it. If 50 Pittsburgh Steelers fans show up to your bar every Sunday, congrats, you're a Steelers bar now.

I don't think they will fall for the quantum hype. Jensen has publicly stated that quantum computing is at least decades away from being useful.

We were saying the same thing about AI less than one decade ago, of course... and then the Vaswani paper came out. What if it turns out that when it comes to quantum computing, "Used Pinball Machine Parts Are All You Need"?

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