Comment by dmix
1 day ago
Yeah everyone wants a conspiracy when the obvious signal is that he already made insane amounts of money off the stock spiking so high and he wants to diversify it on other stuff instead of continuing to gamble on a big one. Which is also what the article says he is doing.
And Nvidia has a target on its back right now. It's priced like it's the only game in town, but AMD, Google, Meta and Intel have varying degrees of competing chips for AI use.
> Meta and Intel
?
Meta: https://ai.meta.com/blog/next-generation-meta-training-infer...
They don't sell it, but they could if Nvidia started charging too much, and some of these are going into Meta datacenters instead of Nvidia.
Intel makes the Arc. It's probably the least viable competitor in that list, but the fundamentals are there, so some about of focus and investment could result in a viable competitor.