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A comment on Nvidia gets 20% weighting, more investor demand; Apple demoted in major techfund. Parent comment

Re:Nvidia gets 20% weighting, more investor demand; Apple de... by onlyrealcuzzo on Monday June 17, 2024 @02:30PM (#40709264)
> Microsoft's and Meta's weaknesses are that they don't directly have a specific need for all of this hardware.

IIUC, OpenAI leased the model to Microsoft to power LLM search on Bing. OpenAI doesn't run the inference on their machines. Microsoft also added LLM features into Office (and Windows, too, right?)

What do you think is powering all that inference?

[ Parent | on HN ]
Re:Nvidia gets 20% weighting, more investor demand; Apple de... by loire280 on Monday June 17, 2024 @02:37PM (#40709376)
Those features are mostly being added to existing products and therefore aren't supporting new revenue streams. It remains to be seen if these features are popular enough to become table stakes for the existing OS and productivity software businesses and justify continued investment.
[ Parent | on HN ]