The chipmaker, now the most valuable public company in the world, said strong demand for its chips should continue this quarter.
The chipmaker, now the most valuable public company in the world, said strong demand for its chips should continue this quarter.
the market valuation of the thing might be too high at the moment, but the thing itself is not slowing down and it’s probably not going away.
when the bubble pops there will be a value adjustment, and some companies will go out of business. but AI isn’t slowing down any time soon.
i think the only thing that would slow down nvidia is another company making chips.
Amd and Intel right now
Also x86-64 is long overdue for a challenger. ARM is making huge leaps but with so much infrastructure and industry already on x86-64 it’s hard to to make a competitive chip that isn’t a cheap soc for a smartphone or iot thing.