Well let's talk when the AI bubble bursts, otherwise we might be lamenting not buying Nvidia at $183.69

Also keep in mind Nvidia is a publicly traded company and the CEO is legally required to work in the best interests of the shareholders and can be replaced.

So that may mean his hands are tied in the sense if all the money is AI, he's gotta cash in, because the shareholders will just replace him with someone who will.

Kinda seems like you think CEO is a dictator, that may not be the case.

You don't hit a 4.5T valuation by not following the money.

Everybody who wants to be king of the next big tech revolution shoves hills of cash his way. Some of it is circular, he takes small chunks of ownership of companies as he gives them the money to buy even more from him. Even when some of these companies die from exhaustion, nVidia still have people lining up for their wares.

I know China is quite far behind, close enough to satisfy many requirements, but still far. What about AMD, how far behnd is AMD in terms of AI hardware compared to nVidia?

Originally posted by Nova Prospektor:

Nvidia have made great things, pioneered great tech,

Not since 2013.

Originally posted by cSg|mc-Hotsauce:

You don't hit a 4.5T valuation by not following the money.

:nkCool:

You don't hit a 4.5T valuation without the stock market losing it's mind and any sense of reality.
(but, then, this is the same stock market that keeps pumping up Tesla's value whenever Elon makes a grandiose claim. . . even though he hasn't followed through on any previous grandiose claims.)

Originally posted by Electric Cupcake:

Originally posted by Nova Prospektor:

Nvidia have made great things, pioneered great tech,

Not since 2013.

2017 with their last great GPU the 1080Ti

Forget AI. AI is just a smoke screen. They are pushing for cloud and shared services. Microsoft is forcing users to have an account to tie them. Nvidia is cutting on consumer GPU production while pushing their cloud gaming services and building data centres. Micron stopped making consumer RAM to make more RAM for, again, data centres. Adobe, Apple, Netflix... They don't want us owning devices that last too long. I spent maybe about 1200 euros on PC hardware (for myself) in the last 10 years. It's too little for them. I also built another PC mostly from used parts and bought a couple of used laptops.. the audacity!!
They want to tie us to a subscription of Gforce now. Netflix is pushing even more to control the entertainment and tie us to a subscription. Again, Adobe... Tesla, Apple... Even dishwashers now come with cloud services and subscriptions. Big corporations are buying all the houses (because they have the financial power to do so) and forcing people into the renting market. They are finally figuring out how to move us to a steady income with computers rather than have us battle it out with whatever cheap (or not so cheap) gear we can have for a few years. Making us buy booster packs and skins... but in the real world.
And mostly governments are not looking into it deep enough. A good economy is not one that grows 3, 4, 10 percent per year and ruins the life of 99% of the people along the way.

Look at Gforce now "performace" tier:

10,99 €/month
Access 4000+ games
6-hour gaming sessions* (there go my Rimworld sunday binges)
Up to 1440p resolution
Up to 60 FPS (YAY!!!)
Priority access to queue Typically <1 minute wait* (typically......)
8 vCPU cores 28 GB DRAM

Doesn't look overly expensive at 11 euros a month. But to me, that is 2.5 years (in money) of my current 5060 GPU. Priority access to queue... if it doesn't work, there is an asterisk. 6-hour gaming sessions.... again, asterisk (and those asterisks are not really addressed in the fine print). So they just want, for now, to replace our GPUs. People sign up for this and in a few years it's the game pass price hike all over again and we'll be tied to 40 or 50 euros a month to play some games. That is what it's all about. That is were "OUR" RAM is going. Into their stupid cloud services. They are literally discontinuing GPUs, forcing the discontinuation of consumer RAM (what's next???) so that we no longer buy gaming PCs and just buy basic machines that allow us to use their subscription services.
That is what it's all about. It's better to get 20, 30 or 40 bucks a month than it is to get 400. 500 or even 1.000 every 4 or 5 years.
And governments are applauding these companies. Giving them tax breaks and lax legislation. Allowing them to have closed systems no one can repair... we are attached to another object by an incline plane wrapped helically around an axis... yes we are.