bit_user Zaranthos said: So we're going to lose the AI race because we won't let Nvidia sell the most expensive chips to China? Meanwhile Nvidia is still making record profits, but those record profits won't be enough to give it the competitive advantage it needs to win the technology part of the AI race. We get it, you're the CEO and you want to sell more stuff. At least your bias is blatantly obvious. Yup. But, he has to keep Nvidia's numbers on an upward trajectory for as long as possible, and that's why the loss of the Chinese market has him freaking out. It probably outweighs everything else they're doing to try and generate higher revenue. Plus, if you consider that some of their biggest long-time customers are running into limitations of space, power, and cooling that should have them tapping the brakes on GPU purchases, Nvidia's C-suite must really be in crisis mode. Zaranthos said: Power is an issue but many of the barriers to advancing energy production have been removed already. In the short term we already have more LNG, natural gas, coal, fossil fuels in general, and restrictions removed That stuff still takes too long to avert the coming train wreck. It takes a while to build physical infrastructure. With all the uncertainly about AI bubble and big customers' peers holding back from some GPU orders, there's no reason for the kind of FOMO-based purchasing that resulted in Microsoft allegedly ending up with more GPUs than it can currently use. All of that means Nvidia's order pipeline could start to dry up. It won't go to zero, but it just has to dip below capacity to start raising alarms. And when they have their first quarterly earnings which show those effects, I'll bet a lot of investors will decide that the party is over and rush for the exits. Reply
SomeoneElse23 What exactly is the "race" to? Is the goal to have computers more intelligent than human? Or something else? Reply
bit_user SomeoneElse23 said: What exactly is the "race" to? Is the goal to have computers more intelligent than human? Or something else? At a most fundamental level, I think it's just about having the best AI. However AGI does stand out as probably the main milestone. I think AGI is defined as an AI that has competence in basically the same range of cognitive tasks as humans. It's not necessarily better at all of them. If it's not, at first, I think the natural assumption is that it would be, soon thereafter. Reply
SkyBill40 If they win, it's because YOU (directly) and others (indirectly) helped them. I think Gamers Nexus covered it pretty well in their documentary about the GPU black market. Let's not kid ourselves here: Jensen Huang is about MONEY. Several statements in the story make that abundantly clear. Reply
George³ Huang is trying his best to patch up the holes in the AI bubble. Reply
Key considerations
- Investor positioning can change fast
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Reference reading
- https://www.tomshardware.com/tech-industry/artificial-intelligence/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/artificial-intelligence/china-is-going-to-win-the-ai-race-nvidia-ceo-jensen-huang-decries-the-price-of-electricity-in-the-us-contrasts-it-with-chinas-subsidized-pricing#main
- https://www.tomshardware.com
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