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2023-11: Warosu is now out of extended maintenance.

/biz/ - Business & Finance


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57517693 No.57517693 [Reply] [Original]

>> No.57517757
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57517757

They control the single most revolutionary technology of our generation. AI depends entirely on their graphics cards. they have practically zero competition in that market. AI continues to improve, and continues to invade more sectors of society. You are witnessing a weird dystopia in the making where a tech company that was originally most famous for making cool gamer graphics parts will be the single most dominant global force. they'll have the power to shut down the world one day when all countries and their respective AI infrastructure is all linked back to NVIDIA.

people think their stock is a bubble, but honestly, why the fuck would it be if AI continues to grow and it continues to depend on NVIDIA's hardware.

>> No.57517790
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57517790

>>57517757
Somehow people still predicted this Cyberpunk dystopia.

>> No.57517838
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57517838

>>57517757

AI isn't hype but NVDA being important to AI is pure globohomo hype.

They create this hype to instigate war between China and Taiwan.

>> No.57517847

>>57517757
But nvidia is so gay and strong that amd will get sloppy seconds

>> No.57517849

>>57517757
>AI can only be run specifically on nvidia's gpus and not anyone else's
Lol

>> No.57517938

>>57517757
Yeah so some gay Neuromancer shit.

>> No.57518030
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57518030

Why not 10,000$ a share?

>> No.57518051

>>57517693
A 1:89.9 P/R ratio.

>> No.57518087

NVIDIA has more market cap than the GDP of Switzerland.

>> No.57518100

>>57518087
No, it has more than double the GDP of Switzerland.

>> No.57518171
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57518171

>only own 2 shares in my robinhood account

>> No.57518185

Anyone who owns Nvidia is literally retarded. Any person with half a brain would have sold by now.

>> No.57518244

Market cap and gdp are completely different measures. Closer would be comparing a companies revenue to gdp but even then it's not the same thing

>> No.57518264

>>57517693
I've got 5 shares I bought at around 200 last year...Should I sell some?

>> No.57518289

>>57518264
Fuck no.

>> No.57518298

>>57518264
Sell one share to cover your initial investment. Gamble with the rest by waiting

>> No.57518303

>>57517849
>anyone else
Like whom

>> No.57518392

>>57518303

https://en.wikipedia.org/wiki/Moore_Threads

>> No.57518401

>>57518303

https://rocm.docs.amd.com/projects/HIP/en/latest/

>> No.57518407

>>57518303

https://developer.apple.com/metal/

>> No.57518419

>>57517757
Nvidia GPUs are a few times better than the competition at AI but if they were to vanish tomorrow that just means the world would be ~2 years behind at AI, not a global crash. Other companies catch up quick

>> No.57518514

>>57518419
Why isn't Radeon cashing in on the AI revolution, if good GPU's are all you need?

>> No.57518522

>>57518514

Nvidia is a Taiwanese company using TSMC to make the majority of their chips

>> No.57518558

>>57518522
It's an American company, bub.

>> No.57518578

>>57518558

AI program is in Taiwan, AI is what is driving their stock price, TSMC makes the chips for the AI program

>> No.57518590

>>57518578
TSM makes nearly every semi under 7nm, all mobile chips. apple, Nvidia, amd, qualcom, modernity itself rests on TSMC.
>the AI program
you sound like a luddite..

>> No.57518601

>>57518514
Nvidia created a developer friendly workflow on their GPUs over a decade ago with CUDA and since then almost all real work has been done on Nvidia cards while Radeon is left to get the gaming sloppy seconds.
AMD is trying to catch up now that their CPU division isn't such a shitshow

>>57518590
>nearly every semi under 7nm
What is Intel 4, 20A, 18A

>> No.57518609

>>57518030
This is EXACTLY like in 2020 when /smg/tards and /biz/tards were predicting that TSLA would run faster than Bitcoin and reach 2500 (again).

>> No.57518617

AI will create their own GPU manufacturing company and then nuke Nvidia back to the stone age.

>> No.57518685

>>57517757
Chainlink is going to be unironically huge because it has the same going for it. Market cap is a meme it means nothing

>> No.57518715

>>57518392
>>57518401
>>57518407
Liteal whos lmao

>> No.57518742

I honestly don’t understand how it’s worth so much money when Taiwan semi actually makes the chips.

>> No.57518750

>>57518617
Actually yeah I think that’s a possibility. Instead of using GPUs they will have ASICs for AI

>> No.57518754

>>57518601
>Intel
kek please, intel isn't competitive.

>> No.57518767

>>57517757
>
top signal. its coming lads.

>> No.57518881

>>57518742
stock hype generally doesn't care about reality, just look at TSLA

NVDA will eventually pop just like TSLA is right now, for probably the same reason - china stealing their tech and selling it for dirt cheap

>> No.57518898

>>57518881
>china stealing their tech and selling it for dirt cheap
Yeah that's not really possible with semiconductors. It's the lithography that's difficult.

>> No.57518902

>>57518898
and ASML won't sell it to them..

>> No.57518910

>>57518902
They can't even legally sell them to the Chinse by order of the Dutch parliament.

>> No.57518922

>>57517757
Nvidia controls AI and Bitcoin, how tf did this happen and how did I miss that

>> No.57518939

>>57517757
AI hasn't been spectacularly revolutionary and the bigger issue is that sales are already at saturation. The fact AI uses NVDA GPUs doesn't mean much for the stock as they were already selling GPUs as fast as they were being produced.

>> No.57518998

>>57517693
bump

>> No.57519808
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57519808

>>57517757
What's their moat?