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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 hi-v-rocknroll on Monday June 17, 2024 @02:32PM (#40709284)
How good A100/H200 are aren't the point, it's how essential they are to customers' profitability that matters. Zuck in particular still seems to be doubling-down on "build it, and they will come" while under continuing growing pressure to implement org-wide cost controls and wear big-boy business pants.
[ Parent | on HN ]
Re:Nvidia gets 20% weighting, more investor demand; Apple de... by paulmd on Monday June 17, 2024 @04:55PM (#40710950)
maybe because there's actual value in the systems being built and it's not simply blockchain 2.0 just because you keep repeating it?

there's a fairly incredible amount of commercial value in a system that can provide a workable "fuzzy match" or a system that can produce an approximately-optimal outcome without an intractable optimization step, for example. what is the commercial value of making the entirety of US logistics even 5-10% more efficient, or work-scheduling optimizations in a server farm?

like people just keep blindly repeating that there's no profitability there regardless of all the places it's quietly being deployed to great effect.

[ Parent | on HN ]