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Comment Re:This Seems Familiar (Score 1) 24

This looks more like wishful thinking from Huang, rather than actual business.

His stock went down after recent earnings call, the next gen AI chip has issues, even before a possible perfect storm (AMD MI300x and what comes after it), NV is at 70% of AI market, with big flashy "fuck you, Huang" from juggernauts like Apple, who have opted for Googles specialized chips.

Comment Re:Nvidia is headed for a brutal crash (Score 1) 24

Wrong. Two years ago is when ChatGPT 3.5 was released and major public just started getting taste of what LLM is.

At this point hundreds of billions are poured into "AI" with majority of projects not only not having anything in production, but even not seeing any concrete path to it.

Unless a new LLM like breakthrough (it has surprised even its developers) happens and suddenly all that chipery becomes useful, this madness will crash.

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