News for hackers. Stuff that matters.

A comment on Nvidia's earnings are up 206% from last year as it continues riding the AI wave. Parent comment

Re:Nvidia's earnings are up 206% from last year as it contin... by perryizgr8 on Tuesday November 28, 2023 @11:39AM (#38447664)
> Gaming isn't the lucrative part of the business

I know, but my point is there were heavy incentives to compete with Nvidia. But nobody did, at least not with the same intent. And now they're (Nvidia) raking it in due to the AI/ML wave.

If others had comparable GPU capacity and know how, the market wouldn't be so skewed in favour of Nvidia.

[ Parent | on HN ]
Re:Nvidia's earnings are up 206% from last year as it contin... by swatcoder on Tuesday November 28, 2023 @11:53AM (#38447839)
Hardware development has much higher inertia than software development, and so you can't just chase the wind and see market-disrupting results in a year or two.

Nvidia's success is rooted in design and business choices made a long time ago. They were bets at that time, as ambitious hardware initiatives need to be, and other vendors like AMD made different bets. Nvidia won their bet more spectacularly than others, and now gets to benefit from their lead as others slowly work to reorient their ships in its direction.

[ Parent | on HN ]