alt Hacker NewsI wonder what the thinking inside NVIDIA is at the moment. They have countless examples to learn from here, about the danger of not being willing to cannibalize your high end products. But, of course, there’s a reason that there are lots of examples of this sort of failure.
There’s plenty of competition that would be happy to attack them from below, though…
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SecretDreams • yesterday at 8:26 PM
Make money while there's money to be made then pivot to the next scheme?
Gaming > Bitcoin > LLMs > Robotics
Jensen's job is to just be one step ahead of the market dynamics to keep the investor dollars flowing.
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I also wonder what this moment will mean for chip design going forward. The fact that we are so constrained on the GPU side along with the success of unified memory with apple silicon does make me wonder what chips in 3-5 years will look like.