Comment by dehrmann
3 months ago
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.
3 months ago
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.
Even the shoeshine boy is giving stock tips about the AI bubble and selling NVDA.
I think we are in an insane LLM/compute bubble but I just put long trades on in Palantir and Nvidia the past few days.
Sentiment is just so one sided right now.
> 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.