Crazy how quickly NVIDIA went up. I wonder if they’ll crash down just as fast should the AI hype either die off or shift to other manufacturers (Intel, AMD etc.) or in-house solutions (ex. Apple Intelligence).
They said the same when the crypto hype came along. If AI dies off there will be other trends in computing that require cutting edge silicon. AI may or may not continue surging but hardware will be needed no matter what. NVIDIA is selling shovels, not panning for gold.
Crazy how quickly NVIDIA went up. I wonder if they’ll crash down just as fast should the AI hype either die off or shift to other manufacturers (Intel, AMD etc.) or in-house solutions (ex. Apple Intelligence).
They said the same when the crypto hype came along. If AI dies off there will be other trends in computing that require cutting edge silicon. AI may or may not continue surging but hardware will be needed no matter what. NVIDIA is selling shovels, not panning for gold.