Los Chaning @CharmyLoop
Joined August 2024-
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@danielnewmanUV Ai market is huge to contain several players ，NVDA won’t eat the whole market ，hyperscales need plan B to bargain with NVDA ，but considering that NVDA has the best performance per wart ，and CUDA ，they will remain the biggest player in the market
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@Beth_Kindig Let's calculate，1GW equals 50 billion，20GW equals almost 1 trillion！How can they get so much money？
@TrendSpider Ai can provide more productivity while hiring less people
@The_AI_Investor @grok how much is the 2025 ai capex?
@RihardJarc I think the ai market is so huge that it can contain several big players,an additional choice is really good for customers ！The competition will also drive NVDA to work hard ，not to be the rabbit!
@Beth_Kindig And they are building a video app，and a news post program，they are now building a new operation system！open ai will be the one who is aware of your habit and your interest most！
@BenBajarin IF many people say that is bubble，then，there is no bubble.But if everyone has no doubt，nobody says that is bubble ,there is bubble!
@amitisinvesting Why not buy stocks in discount?
@VraserX He is building the brain of earth !
@RihardJarc So it means that NVDA is the “bank” of the Ai industry?
@amitisinvesting He is building the brain of the world!
@DivesTech Dose it mean that the ai competition come into group conflict?One side google companies,one side OAI- Microsoft-NVDA companies,and the third grop is Xai-Tesla-xpace.That’s interesting.
@The_AI_Investor And NVDA can also expend more racks，a cloud service company will not only buy one NVL144 rack！
@The_AI_Investor They use 113X amount of NPUs to get about 7X performance ,if they want to reach the same performance,they will use about 16x numbers of NPUs!
@PArgerakis @zerohedge @grok Is that true？
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