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Nvidia overtakes Apple as the second most valuable company. (www.cnbc.com)

submitted 5 months ago by Timely_Jellyfish_2077@programming.dev to c/technology@lemmy.world

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[–] filister@lemmy.world 42 points 5 months ago (7 children)

The big AI bubble

[–] photonic_sorcerer@lemmy.dbzer0.com 9 points 5 months ago (6 children)

Nvidia and other chipmakers produce actual, useful products. They'll be sitting pretty after the bubble pops.

[–] mal3oon@lemmy.world 12 points 5 months ago (5 children)

Their main growth drivers are data centers, when demand will dry within 2 years, a bubble will pop. Especially when theoretical architecture of Neural Network change, the need for high performance will decrease.

[–] frezik@midwest.social 8 points 5 months ago

See also: Sun Microsystems, who made tons of servers that drove the dotcom boom. They didn't fare so well afterword.

This is a "grab the pile of cash and be happy" situation.

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