SonoraTechnical timsSOFTWARE said: There's no reason/advantage in saying something like that unless they made some kind of deal behind the scenes. We'll probably hear about some kind of deal they cut in the coming weeks. Meh, Jensen had his personal tailor make a leather jacket for Musk… Reply
DS426 We think the design of the NVL72 VR computer is a much better design than, say, having a standard rack style design." Ever heard of AMD Helios? nVidia is just their wet dream of a company — the everything "Super" company. Funny that Anthropic and OpenAI consistently have better models than SpaceXAI, even though they use AMD hardware (even if mostly CPU's and not GPU's). Better tools and a better ecosystem for business users as well. Reply
derekullo timsSOFTWARE said: There's no reason/advantage in saying something like that unless they made some kind of deal behind the scenes. We'll probably hear about some kind of deal they cut in the coming weeks. If your goal is AI Slop / Megawatt then Nvidia is #1 Reply
timsSOFTWARE derekullo said: If your goal is AI Slop / Megawatt then Nvidia is #1 Even if you think it's true, you can only hurt your negotiating position when trying to buy in bulk by making a statement like that – unless you've already signed the deal, and maybe part of the agreement is that you publicly announce that you're going to be using that vendor exclusively. Otherwise, you'd think you'd want to keep an opinion like that to yourself, and at least give the impression you'd consider alternatives when trying to get good pricing on that big order. Reply
derekullo timsSOFTWARE said: Even if you think it's true, you can only hurt your negotiating position when trying to buy in bulk by making a statement like that – unless you've already signed the deal, and maybe part of the agreement is that you publicly announce that you're going to be using that vendor exclusively. Otherwise, you'd think you'd want to keep an opinion like that to yourself, and at least give the impression you'd consider alternatives when trying to get good pricing on that big order. Nvidia having the most powerful and most efficient GPUs isn't a secret. Nvidia knows that Elon knows that it isn't a secret! Elon also likes to troll and stir the pot! Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/artificial-intelligence/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/artificial-intelligence/elon-musk-says-spacex-will-exclusively-use-nvidia-gpus-because-they-are-the-best-says-optimized-vera-rubin-nvl72-will-be-launched-into-space-next-year#main
- https://www.tomshardware.com/membership
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Informational only. No financial advice. Do your own research.