this post was submitted on 05 Jun 2024
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For consumers. They're pushing put giant power hungry gpus for data centers to power LLM.
Most of the valuation is likely consumers hyping the bull run, and speculation about just how much b2b revenue they will get.
They didn't though. Blackwell was announced before this, and there isn't any real specifics besides showing some prototypes. There's some software stuff about improving Pandas and pregenerated LLMs. That's about it.
Dont product announcements usually precede the stock hype?
No, usually it’s buy the hype sell the news.