Timely_Jellyfish_2077@programming.dev to Technology@lemmy.worldEnglish · 5 months agoNvidia overtakes Apple as the second most valuable company.www.cnbc.comexternal-linkmessage-square47fedilinkarrow-up133arrow-down10
arrow-up133arrow-down1external-linkNvidia overtakes Apple as the second most valuable company.www.cnbc.comTimely_Jellyfish_2077@programming.dev to Technology@lemmy.worldEnglish · 5 months agomessage-square47fedilink
minus-squarefilister@lemmy.worldlinkfedilinkEnglisharrow-up1arrow-down1·5 months agoThe big AI bubble
minus-squarephotonic_sorcerer@lemmy.dbzer0.comlinkfedilinkEnglisharrow-up0·5 months agoNvidia and other chipmakers produce actual, useful products. They’ll be sitting pretty after the bubble pops.
minus-squaremal3oon@lemmy.worldlinkfedilinkEnglisharrow-up0·5 months 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-squarefrezik@midwest.sociallinkfedilinkEnglisharrow-up1·5 months 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.
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.
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.