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vlovich123today at 2:00 AM2 repliesview on HN

Don’t mistake stock market performance for revenue. NVIDIA makes ~200B annually, same as what Apple makes from iPhones. It’s a big market but GPUs aren’t just AI.


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readitalreadytoday at 2:06 AM

I'm purely talking in terms of revenue. There's a huge demand for AI systems from personal workstations to datacenter servers, and Apple was one of the few companies in the world in a position to build complete systems for it.

But for some reason Apple thought the sound recording engineer or the video editor market was more important... like, WTF dude? Have some vision at least!

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aurareturntoday at 2:58 AM

$280b and growing 70% YoY.

$1t backlog in orders in next 2 years.

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