Timely_Jellyfish_2077@programming.devcake to Technology@lemmy.worldEnglish · 25 days agoNvidia overtakes Apple as the second most valuable company.www.cnbc.comexternal-linkmessage-square85fedilinkarrow-up10arrow-down10
arrow-up10arrow-down1external-linkNvidia overtakes Apple as the second most valuable company.www.cnbc.comTimely_Jellyfish_2077@programming.devcake to Technology@lemmy.worldEnglish · 25 days agomessage-square85fedilink
minus-squarephotonic_sorcerer@lemmy.dbzer0.comlinkfedilinkEnglisharrow-up0·25 days agoNvidia and other chipmakers produce actual, useful products. They’ll be sitting pretty after the bubble pops.
minus-squaremal3oon@lemmy.worldlinkfedilinkEnglisharrow-up0·24 days 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-up0·24 days agoThen we’ll all get cheaper GPUs! Oh no!
minus-squarelud@lemm.eelinkfedilinkEnglisharrow-up0·24 days agoNo not really, the GPUs that datacenters are buying doesn’t even have a display output so they are useless to the vast majority of home users. If you run a home lab then maybe.
minus-squarefrezik@midwest.sociallinkfedilinkEnglisharrow-up0·24 days 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-up0·24 days 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!
No not really, the GPUs that datacenters are buying doesn’t even have a display output so they are useless to the vast majority of home users.
If you run a home lab then maybe.
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.