Sujet : Re: Nvidia Replaces Intel on DOW
De : rich (at) *nospam* example.invalid (Rich)
Groupes : comp.os.linux.misc alt.politicsDate : 04. Nov 2024, 19:41:53
Autres entêtes
Organisation : A noiseless patient Spider
Message-ID : <vgb4hh$12q0r$1@dont-email.me>
References : 1 2 3 4 5 6 7
User-Agent : tin/2.6.1-20211226 ("Convalmore") (Linux/5.15.139 (x86_64))
In comp.os.linux.misc rbowman <
bowman@montana.com> wrote:
On Mon, 4 Nov 2024 16:40:30 -0000 (UTC), Rich wrote:
A second effect is the rise of GPU computation. Some portion of the
money flow that used to go to Intel for their "next faster CPU" is now
instead flowing to Nvidia for their "next faster GPU".
If the AI bubble dies down there will be bloodshed. (not advocating
violence but there's a lot of money riding on that game)
There will certainly likely be a dramatic drop in Nvidia's stock price,
which many who invested in it will see as "bloodshed" for their
portfolios (unless they managed to get out in time).
And I rather expect the current AI marketer driven hype cycle to crash
down just like all the other marketer driven AI hype cycles of the
past crashed down. At which point, what small usefulness the current
AI's do have that the marketer's have been hyping will finally come
out.