this post was submitted on 03 Jun 2024
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Nvidia makes cpus?
They make the grace arm cpu to pair with hopper GPU instead of AMD epyc and Intel xeon in data center products. They released a first version that replace these processors in their data center offering (formerly dgx). This is the announcement of the next generation of this offering Vera-Rubin will replace Grace-Hopper.
I don't think they have announced anything about bringing this offering to the consumer space.
Until the ai bubble pops and they are hemorrhaging money they likely will not be terribly interested in the consumer space. It's easier to fleece corporate customers in a market where the numbers are made up and immediate returns don't matter.
When the AI bubble pops it's going to be insane to watch.
With how concentrated our market is in a few stocks... This is quite literally just building a bigger tower to take a flying leap from.
Yep, this has the cloud and .com bubble feel, probably not as big as the .com but definitely around the cloud size.