Is NVIDIA:
On a paper submitted by a physicist colleague: "This isn't right. This isn't even wrong." -- Wolfgang Pauli
On a paper submitted by a physicist colleague: "This isn't right. This isn't even wrong." -- Wolfgang Pauli
The bubble of all bubbles (Score:2)
No reason for any company to be that big (Score:1)
Imagine a $3-trillion company was divided into three trillion-dollar daughter companies that had to compete against each other. Parent-company shareholders would start with equal share values in each daughter company. Who would suffer? Who would win?
But when I look around these years, I suspect my own sanity. Thought of the day (in Mastodon format):
Pied Piper of greedy wannabe super-rats? How else can you explain the orange puppet's fanatics?
#PiedPiperOfStuporRats [sic]
Maybe the reason I'm so confused is be
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So basically you're suggesting that should Nvidia goes bankrupt, it will be worth less than an NFT or collectable doll?
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> Even bigger than bitcoin.
Hey, when bitcoin busted, at least you had a useable 3090 with 16GB...
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ChatGPT gets 600 million visits per month, with 77,2 million monthly active users in the US alone, and about 100 million global active weekly users. Just ChatGPT.
Re: The bubble of all bubbles (Score:1)
Headline numbers donâ(TM)t tell us muchâ¦.
If itâ(TM)s questions like: list all the words that mean flatulance without the letter f in them?
Iâ(TM)m not sure that is really relevant to productive use.
This isn't Twitter (Score:5, Funny)
I know The Kids don't know how Slashdot works, but if you want to see the results, you don't need a fake survey option, you just click on the link. CowboyNeal or GTFO.
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Seriously, who's writing these polls? You'd think the editors know how Slashdot works.
You must be new here...
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CowboyNeal hasn't been seen around here for years...
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Pffff... noobs.
Unpopular opinion, again (Score:1)
Undervalued.
Unless LLMs go away and are replaced with something with better design.
They were lucky to be at the forefront during the past 15+ years. First it was gaming, then mining, then gaming, now AI.
AMD is trying, and their stuff is pretty awesome, compared to where they were in the past, but it's very difficult for them to topple the giant, unless, of course, the giant topples itself.
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Based on my time at AMD I am always surprised when I hear the company continues to exist. Why is it still around?
(But I worked in a LTHV (Low-Tech High Volume) chips department. Mostly tracing yield problems...)
Re: Unpopular opinion, again (Score:2)
AMD now makes the fastest PC processors and they are still cheaper than Intel, That's why.
Whither Slashdot wander? (Score:2)
Been a LONG time since I've felt any need for a faster CPU. I have been mostly power/battery- and network-connectivity-constrained for many years now... I would point to the moribund poll about NVIDIA as evidence of concurrence with my position, but mostly I see the dead poll as evidence of how moribund Slashdot has become these years...
Since returning to Slashdot I have mostly been discouraged to see how "the Slashdot situation" has continued to decline. Only moderately active story was the TikTok thing. I
Re: Whither Slashdot wander? (Score:2)
I agree with your apparent assessment that slashdot is now a shit show.
This is what happens when cryptocucks take things over. Without exception, they always enshittify.
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Some companies, like some people, are just born to be mediocrities.
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I think NVidia should be valued, but not as much as they are now. They are very good at using AI for example for optimizing rendering, but they are not AI researchers that make big discoveries. Google is the company that does the big discoveries, and that is mostly because of Deepmind. In 2030, people won't be talking much about LLM anymore.
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I never thought Apple would get so big by making cellphone and ipod but here we are. Apple made 90B last quarter and NVDIA made 26B. Yet they have roughly the same market cap. But I guess NVDIA can
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Better design is assured, the question is how well NVidia can stay ahead of the curve vs. competitors. That said, CUDA is their moat for now.
A couple known potential disruptors:
* Ternary transformers: Often called "one bit" transformers, though actually a trit, multiple studies have now shown that they can perform nearly as well as floating point, so hardware implementations could be dramatically faster and more efficient. But this involves ternary hardware, which hasn't been seriously attempted s
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We've just discovered that grokking works on real world data sets. that just increased the demand for compute power by a factor of 100x.
https://youtu.be/QgOeWbW0jeA?s... [youtu.be]
CowboyNeal's Nest Egg (Score:3)
Not enough GPUs for the Dyson Sphere (Score:1)
We will TILL the land in semiconductors and we will plow electricity into it and we will cover the surface in chips. NVDA is clearly undervalued, we can't even pave the roads with how few H100s they sell.
What I really wonder... (Score:2)
What is the aggregate value of every voter's investment portfolio...?
PE ratio of 71%!?!?!? (Score:2)
Re: PE ratio of 71%!?!?!? (Score:2)
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Missing answer: Stupidly overvalued (Score:2)
Amateurs just keep buying shares in it without checking if the current value already reflect what they have just been told months late
Re: Missing answer: Stupidly overvalued (Score:2)
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How to tell me you have bought shares recently, without telling me you have bought shares recently :D
Today: Way overvalued. (Score:2)
I think today it's way overvalued because we're in this weird space in between technologies. I know people are convinced LLMs will save the universe, or at least enough people to keep NVIDIA ticking along for quite a bit here, but at some point we'll figure out a better way to tackle the AI "problem." Most likely with specialty chips not designed by NVIDIA, since they're convinced they just need to keep doing what they do, just slightly faster and with slightly better memory specs.
So, ultimately, it'll fall
Overvalued (Score:2)
My desktop at home has a 5-ish years old NVIDIA card that wasn't even then top of the line and still does the job (I do some Windows gaming and use Linux for freelance work - web, graphics, photography). My desktop at work has integrated Intel graphics and does the job (I work in IT, mostly office stuff). From my point of view, NVIDIA is way overpriced.
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