Re:The Short Case for Nvidia Stock
by pjdesno on Monday January 27, 2025 @02:47PM
(#42844885)
No, it doesn't.
Not only are 10-100x changes disruptive, but the players who don't adopt them quickly are going to be the ones who continue to buy huge amounts of hardware to pursue old approaches, and it's hard for incumbent vendors to avoid catering to their needs, up until it's too late.
When everyone gets up off the ground after the play is over, Nvidia might still be holding the ball but it might just as easily be someone else.
Not only are 10-100x changes disruptive, but the players who don't adopt them quickly are going to be the ones who continue to buy huge amounts of hardware to pursue old approaches, and it's hard for incumbent vendors to avoid catering to their needs, up until it's too late.
When everyone gets up off the ground after the play is over, Nvidia might still be holding the ball but it might just as easily be someone else.