.
How you know?
Jensen has been saying for years.
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No reason why AMD is trading at 1/5 the market cap of Nvidia.
So many PLTR fanboys. No Supermicro fanboys? Easier to understand than memorizing those PLTR marketing bullet points.
I’d rather just own nVidia. Super micro is making money packing their GPUs into servers and selling them.
Agree. Supermicro is executing well but at the end of the day doesn’t seem to have any unique long lasting moat. However as a business it’s much easier to understand than those marketing nonsense from PLTR.
AMD is falling hard after earnings but I think people are eager for an Nvidia alternative.
Yeah. We all want an alternative. People are skeptical and want to do some application testing. I think nVidia has a pretty big lead with their networking tech. It makes training large models across multiple servers more efficient. That’s not the only use case people need, but doing a mixed server and networking hardware model is a pain to manage. It takes more planning vs having resources that can be used for anything.
You talk nonsense therefore I don’t understand. 
I don’t understand therefore you’re talking nonsense and not because I am stupid 
META MSFT QCOM U DIS
“Welcome to San Francisco, the heart of the AI world.”
We need more Aravind here. Keep 'em coming!
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Arm shares soar as much as 41% after chip designer gives strong forecast, says AI is boosting sales
Nvidia wanted to buy Arm but got shot down by regulators. Jensen was right.
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New Gemini from google again not as good as chatgpt. ChatGPT still the leader in genAI space.
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Did you do any further tests of Mistral models?
Didn’t do any further tests. ChatGPT api pricing is reducing by 50% and from all the tests I did it was the best. I implemented RAG with ChatGPT and output became even better.
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