Here comes the push.

  • spudwart@spudwart.com
    link
    fedilink
    English
    arrow-up
    1
    ·
    1 year ago

    Nvidia has pissed off the pc gaming industry, which is why their focus has shifted to the server markets.

    Now in the server markets they’re not top dog, so they want to straddle the fence.

    This divided focus will be their undoing.

    • misk@sopuli.xyzOP
      link
      fedilink
      English
      arrow-up
      1
      ·
      1 year ago

      Nvidia is top dog in machine learning accelerator / server market which is why they have neglected GPU market. They just want more.

      • spudwart@spudwart.com
        link
        fedilink
        English
        arrow-up
        1
        ·
        1 year ago

        If their winning position was truly “top dog” they wouldn’t be shivering, shaking and pissing themselves begging for people to purchase their crap using insane lines like “The more you buy the more you save.”

        This is total and complete panic.

          • spudwart@spudwart.com
            link
            fedilink
            English
            arrow-up
            1
            ·
            1 year ago

            This is precisely why they’re panicked. They’ve just had record stock numbers, record income, record everything. This system depends on constant growth. They need to keep that growth going or the shareholders will pull out, and it will cause their stock to crash.

            This all built up just like the Crypto-Rush of 2020-2021. Which you can see in the chart. It went up, peaked, and then dropped when crypto crashed. They’re betting big on AI, when it turns out AI isn’t as profitable as they thought it would be, it will crash also.

            • misk@sopuli.xyzOP
              link
              fedilink
              English
              arrow-up
              1
              ·
              1 year ago

              You seem to change narrative / move goalposts with every response.

              Nvidia is okay, nobody expects another 1000% stock price increase. Crypto mania is a faint memory when looking at the profits from ML. They can’t keep up with demand to the point of partially dropping some market segments. Their customers will keep gobbling up hardware for foreseeable future because there are legitimate uses for it and data scientists / engineers will keep processing larger and larger datasets.

              If anything, they’re likely scared of competition from big tech players doing custom chips. Amazon, Google, Microsoft all sell cloud computing resources and already do own sillicon design. They’re definitely looking to have piece of that “AI” pie too.

              Nvidia puts out sleazy statements like the one I’ve linked to nudge regulators to make that pie even bigger.