Comment by mysteria
21 hours ago
Personally I wonder even if the LLM hype dies down we'll get a new boom in terms of AI for robotics and the "digital twin" technology Nvidia has been hyping up to train them. That's going to need GPUs for both the ML component as well as 3D visualization. Robots haven't yet had their SD 1.1 or GPT-3 moment and we're still in the early days of Pythia, GPT-J, AI Dungeon, etc. in LLM speak.
Exactly, they will pivot back to AR/VR
That's going to tank the stock price though as that's a much smaller market than AI, though it's not going to kill the company. Hence why I'm talking about something like robotics which has a lot of opportunity to grow and make use of all those chips and datacenters they're building.
Now there's one thing with AR/VR that might need this kind of infrastructure though and that's basically AI driven games or Holodeck like stuff. Basically have the frames be generated rather than modeled and rendered traditionally.
Nvidia's not your average bear, they can walk and chew bubblegum at the same time. CUDA was developed off money made from GeForce products, and now RTX products are being subsidized by the money made on CUDA compute. If an enormous demand for efficient raster compute arises, Nvidia doesn't have to pivot much further than increasing their GPU supply.
Robotics is a bit of a "flying car" application that gets people to think outside the box. Right now, both Russia and Ukraine are using Nvidia hardware in drones and cruise missiles and C2 as well. The United States will join them if a peer conflict breaks out, and if push comes to shove then Europe will too. This is the kind of volatility that crazy people love to go long on.