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Anyone buying the dip on Nvidia? It's looking more and more like they're going to be the only manufacturer of high end gpus for ai use. It's hard to tell if they're overvalued or undervalued, but this particular panic drop seems retarded.
I just threw in 5k for funnies.
(Edit: up 3% so far lol)
(Edit edit: ok now I'm not, bought another batch anyway)
My coworkers tell me that the Nvidia bubble burst because the Chinese proved that you need less compute to get the same results.
At which point I just hear "the Chinese proved that you can get a lot more results for the same amount of compute".
It's just a short-term contraction because people misunderstand how technological developments in hardware and software interact; that's my take. Or maybe I misunderstand it all.
That was my thought too. The Chinese optimized with Nvidia's hardware-specific PTX instruction set architecture, which ties them even closer as the sole manufacturer.
If they'd done it by using clusters of Intel Sparkle Twink cards or whatever they're calling the new gen, I could see Nvidia taking a hit from it, but this is exactly the opposite.
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