I think NVIDIA has a higher chance of survival because they’re the ones actually producing something tangible (GPUs) that is still needed even if openweight models prevail.
Yeah, they’ll be fine assuming there isn’t an Enron level legal motion. They are sort of not on the hook for anything financially. I’m not sure how legal it all is though. I’m pretty sure it isn’t, but even if it isn’t it’s still a question if they’ll be held accountable.
At the same time, they are doing extreme price gouging with little improvement between generations since h200. Huawei actually has better $/performance ratio and accelerating faster. Others have better inference solution, with AMD doing better on $/training performance too. The fact that Nvidia is the one propping up the AI bubble, sinking their cashflow into dead ends, makes it a bad stock too. Peak NVidia BS got exposed in an Australian IPO this week. It was too absurd to get anyone to buy and got cancelled. Heavily backed by NVidia.
they’re doing far more than just that, the way jensen has been able to structure all almost all of these deals essentially offloading all the risk. they sell essentially lease the hardware, ontop of huge chunk of premium up front, ontop of paying for compute itself, ontop of offloading any actual buildout cost onto any greedy schmuck willimg to pay the tab. nvda will be completely fine (though stock price will obviously correct as bubble-levels income drops)
I think NVIDIA has a higher chance of survival because they’re the ones actually producing something tangible (GPUs) that is still needed even if openweight models prevail.
Yeah, they’ll be fine assuming there isn’t an Enron level legal motion. They are sort of not on the hook for anything financially. I’m not sure how legal it all is though. I’m pretty sure it isn’t, but even if it isn’t it’s still a question if they’ll be held accountable.
shovels, gold, etc
At the same time, they are doing extreme price gouging with little improvement between generations since h200. Huawei actually has better $/performance ratio and accelerating faster. Others have better inference solution, with AMD doing better on $/training performance too. The fact that Nvidia is the one propping up the AI bubble, sinking their cashflow into dead ends, makes it a bad stock too. Peak NVidia BS got exposed in an Australian IPO this week. It was too absurd to get anyone to buy and got cancelled. Heavily backed by NVidia.
they’re doing far more than just that, the way jensen has been able to structure all almost all of these deals essentially offloading all the risk. they sell essentially lease the hardware, ontop of huge chunk of premium up front, ontop of paying for compute itself, ontop of offloading any actual buildout cost onto any greedy schmuck willimg to pay the tab. nvda will be completely fine (though stock price will obviously correct as bubble-levels income drops)