Remember when Microsoft made operating systems that fit on a single CD or better yet, 13 floppy disks? Remember when windows update didn't turn itself on, when new windows firewall rules weren't magically created, when outlook didn't tell people you were online?
Remember when Oracle made and supported database software that was actually better than it's competitors? It ran on your own hardware and did not cost a small country's GDP per license?
AI bagholders are getting a lesson retail gamers and small business sysadmins have been suffering for decades with tech bros toying with supply, using convoluted licensing, prioritizing manufacturing to artificially inflate hardware prices. Retail trader bros have a bit more weight behind their punch so this will be an interesting hardware cycle.
Does anyone understand this deal? Why would Nvidia ever buy back GPU capacity when Coreweave’s entire reason for existence is to rent GPU capacity to other people?
It doesnt even sound that evil, more evil would be to keep all the hardware for itself and become the only kinglord of all AI... but something tells me they know more about the limitations than all of these other companies for some reason
What the heck is "6 GB GPUs". It's not going to be GPUs with 6GB vram, so has to mean something else...
zerosizedweasle•2mo ago
• NVDA's transactions and strategic investments, including with CoreWeave, Lambda, and OpenAl, could be masking slowing demand.
• Competition is intensifying as AMD, Alphabet, and Broadcom make major Al chip moves, while NVDA's valuation remains historically high amid a long-term growth slowdown.
• Given bubble risks, valuation concerns, and increased competition, there is significant downside potential for NVDA shares despite near-term growth.