The big question I have, why isn't Nvidia's stock falling quickly ? Nvidia's GPUs are the most in demand chip for AI. Seems Nvidia stock is also falling, but not as much. I would think it would fall almost as quickly as Intel.
the markets that Intel focuses on have larger/easier freedom of choice for the consumers, for one.
things are changing but there is a sort of "no one ever got fired for using nvidia for inference." thing going on.
spwa4•3m ago
Nvidia is still the only game in town for training at scale, and the fastest for inference (plus, at scale, the cheapest for inference, as hard as that sounds to believe)
jhallenworld•7m ago
A better comparison is probably AMD, since they also make server CPUs.
I figured the current owners of INTC stock are betting on the success of their fab business.. I think that's still to play out.
anonymous908213•4m ago
Huh, I'm used to "stock collapses" headlines being a 2% daily fluctation. Actually down 50% over the past month. But then again, up 50% over the past year. Sure is great when stocks of companies that are foundationally important to the world economy are being traded like meme stocks.
quixoticelixer-•2m ago
I'm not sure it's quite like a meme stock, it's dropping because their earnings were below what was expected.
jmclnx•12m ago
I wonder if something else is happening to Intel
Nvidia Stock:
https://finance.yahoo.com/quote/NVDA/
Intel Stock:
https://finance.yahoo.com/quote/INTC/
serf•8m ago
things are changing but there is a sort of "no one ever got fired for using nvidia for inference." thing going on.
spwa4•3m ago
jhallenworld•7m ago
https://finance.yahoo.com/quote/AMD/
I figured the current owners of INTC stock are betting on the success of their fab business.. I think that's still to play out.