Re:Nvidia on the Mountaintop
by anigbrowl on Monday August 28, 2023 @06:03PM
(#37300962)
Or, and hear me out here, Ben's previous analysis was just wrong and he failed to see what Nvidia's gameplan was. He writes as if they did some serious soul-searching when their stock price was low (perhaps even reading some brilliant analytical blogs!), but the reality of product development in the chip/peripheral space is that nothing happens that fast. Nvidia is riding high now because so many big bets that they made years ago are paying off at once.
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Yeah, Ben’s primary talent seems to be weaving a narrative about how he’s successfully predicted 18 of the last 11 trends to reshape the industry, and to make it sound believable. Nvidia’s executing on all cylinders, and has been for a while (some missteps in the consumer marketing space notwithstanding). I’m still kicking myself a little for not buying some of their stock a year ago when it was obvious even to a simpleton like me that they were very well positioned to capitalize on current trends.
Re:Nvidia on the Mountaintop
by anurag6892 on Monday August 28, 2023 @06:23PM
(#37301136)
I am baffled when people say Nvidia got lucky with the recent AI wave.
Alexnet, one of the first papers in 2012 to kickstart the current AI revolution was using Nvidia GPUs. Nvidia has been prioritizing AI research (both hardware and software) for the last decade.