AI is this decades .com boom. Brace yourself for the crash.
God I hope so, but the next thing will likely be even more stupid than this, NFTs and crypto.
I’m holding on at least till the stock split
Selling shovels during a gold rush is the best way to get rich. :)
While suing everyone else that makes shovel handles that work with your shovel heads.
Time to sell Nvidia stock. Congrats to Huang for pulling it off. Get out when you’re on top.
This is not how you do shares… :o
Depends on if they acquire/acquhire from here or if they don’t and get their lunch stolen by photonics plays.
imagine how many leather jackets he can buy now
Last year’s Nvidia keynote at Computex had Jensen trying to get the audience to have an awkward, AI-generated sing along. The market thought this was great and sent the market cap over $1T.
For this year’s keynote, Jensen wandered the stage like he was looking for his cat while rambling about language models. The market thinks this is great and sent the market cap over $3T.
For the second biggest company on Earth, he is a shockingly bad speaker, and completely ill prepared. For some reason, the market loves this guy.
Is it that the market loves him or is it that a CEO’s keynote isn’t really that big a deal and is mostly an ego-stroking event?
Because I’m guessing what the market actually loves is the new products that are announced.
That’s the thing: no new products were announced.
For consumers. They’re pushing put giant power hungry gpus for data centers to power LLM.
Most of the valuation is likely consumers hyping the bull run, and speculation about just how much b2b revenue they will get.
They didn’t though. Blackwell was announced before this, and there isn’t any real specifics besides showing some prototypes. There’s some software stuff about improving Pandas and pregenerated LLMs. That’s about it.
Dont product announcements usually precede the stock hype?
No, usually it’s buy the hype sell the news.
This weekend I proposed to my girlfriend, here’s what it taught me about B2B sales…
I take back what I said in that case.
All that value and they still can’t get their video cards to work worth a shit in Linux.
I’ve been using Nvidia cards on Linux for many years and never had issues. I did have issues with the laptop cards (Optimus switching), but on the desktop it was always flawless for me.
I mean, they work. But the drivers aren’t as feature complete as AMD or intel. Wayland support was a strict no until very recently and gamescope support is still very hit n miss and they are less stable than their competition. They’re completely useable though. My 1650 runs well, most of the time.
When I was in the market for a new card 2 years ago I looked into AMD, but learned that they don’t work as well as Nvidia for GPU passthrough to VMs, which I need to work. I’d love to switch because Nvidia is a shit company, but AMD GPU’s just don’t work for my use case.
I’m curious though because I don’t know what I’m missing. What are the features in AMD drivers that make it more complete?
As I said, AMD works much better with wayland and gamescope, thus has, for example, HDR and VRR support. Besides that, their Linux drivers are open source and more stable.
But to my knowledge, AMD GPUs pass through just fine to VMs? What was your problem with them?
Do many distros use Wayland now? I use Kubuntu and it doesn’t, so that probably explains why I never ran into any issue with that. Gamescope looks like some Wayland tool too from what I see. I don’t have an HDR monitor either. Looks like good stuff, that I just never needed so never noticed it not working.
But to my knowledge, AMD GPUs pass through just fine to VMs? What was your problem with them?
I asked on the VFIO subreddit back then and was told AMD cards have a bug where you have to restart the PC to switch between host and VM (which makes it no better than dualbooting since you have to restart anyway), this was not the case on Nvidia.
So now that Nvidia has open source drivers and works on Wayland, what’s the difference? Just gamescope?
I guess you aren’t using Wayland. It’s abysmal with Wayland. Especially electron apps. They just flicker and crash.
No, I’m on Kubuntu, it doesn’t use Wayland.
Pretty sure Wayland is installed by default and maybe even enabled by default on new installs.
On the login screen there should be a button to switch between x11 and Wayland.
Oh yeah there is a button to switch on the login screen, but X11 is the default and I never saw a reason to switch the default.
Personally, I wouldn’t say “it doesn’t use Wayland” when it absolutely can with a single mouse click and it works great.
Yes, it can, and by default it doesn’t use it.
Why does everyone always complain about Nvidia support on Linux? I’ve been using Nvidia GPUs on Ubuntu and Debian for years and it has never required any more effort than ‘sudo apt install nvidia-driver’.
In my experience newer kernels and Wayland + nvidia is a huge mess.
I switched to AMD and have had 0 downtime, all the cool features nvidia touts, and fully working Wayland with no effort at all.
I guess if you had a positive experience that must mean everyone else is lying?
It’s not difficult to install the drivers. I recently had to swap out my 3090 for an AMD card because Wayland just crashes and works poorly with Nvidia.
You should probably rephrase that to say Nvidia crashes and works poorly with Wayland.
Saying Wayland works badly with Nvidia is a bit like saying Linux doesn’t support Photoshop, rather than the other way around.
Tomato tomato
Not really, the wording completely changes who is at fault.
When you say Wayland doesn’t work for Nvidia, it’s blaming Wayland, but Linux/Wayland isn’t at fault here, Nvidia is for providing drivers that aren’t fit for purpose.
If Nvidia drivers broke on Windows, nobody would say “Windows is broken for Nvidia”, they’d say the opposite, but with Linux we act like the problem is Wayland, for some reason.
wont
Because they’re notoriously fickle and bug/breakage-prone.
I don’t know, I don’t find Linux folks very fickle. Seems like they have the opposite problem more often than not.
I’m referring to Nvidia’s dogshit Linux drivers.
What card are you using? Their Linux support in the past years is impressive. They even have open source drivers now (still beta). And thanks to proton, gaming is seemless on Linux. I don’t see the issue you’re describing?
I was using 3090 but had to swap to an AMD card due to too many crashes and visual glitches/artifacts.
I’m using a 2080 Super since 2020 and it’s been mostly gravy. Granted, I’ve not been using anything Wayland-related. But I’m gaming on Steam and shit and it works wonderfully. Better performance than on Windows. Though there is some slight audio delay. A few milliseconds over Windows.
I’ve been looking to switch to Hyprland but it was a bit glitchy with gaming and screen sharing sometimes so I’m holding off on that until I jump over to the AMD ship. It’ll be sweet.
With a quarter the revenue of Apple
It is all AI hype isn’t it?
AI wank
Now we just have to wait for the crash.
Always has been
Not quite, it used to be crypto hype.
I feel like the executives are all in this “AI” echo chamber. Like, most people grossly misunderstand what AI is, what it does and what it cannot do, with current tech… And all the execs are sitting around in a circle jerk making up solutions using AI, for which there is no problem to solve.
Don’t get me wrong, some companies are doing cool shit with it. Not necessarily practical shit, but cool nonetheless, other companies just seem to be drinking the AI Kool aid and throwing it at fucking everything for no goddamned reason just to get in on the hype. Investors are close behind, trying to ride the coattails of their “success” to riches, and it’s all just a self-reaffirming system with no basis in reality.
Nvidia is the one profiting here, all this AI smoke and mirrors needs something for it to run on top of, they’re selling the physical tools to make it go. Whether it goes somewhere useful or drives off a goddamned cliff, doesn’t matter to Nvidia in the slightest. They made their money. Get wrecked.
The big AI bubble
Nvidia and other chipmakers produce actual, useful products. They’ll be sitting pretty after the bubble pops.
Their main growth drivers are data centers, when demand will dry within 2 years, a bubble will pop. Especially when theoretical architecture of Neural Network change, the need for high performance will decrease.
See also: Sun Microsystems, who made tons of servers that drove the dotcom boom. They didn’t fare so well afterword.
This is a “grab the pile of cash and be happy” situation.
CUDA has a lot of applications outside of AI. They’ll just refocus on the next bubble and will continue hoarding wealth.
Then we’ll all get cheaper GPUs! Oh no!
Well, there are a period after the last Bitcoin bubble burst when the best way to get a good Graphics card for cheap was buying a used one from on the Bitcoin miner operations that were closing down.
No not really, the GPUs that datacenters are buying doesn’t even have a display output so they are useless to the vast majority of home users.
If you run a home lab then maybe.
So they rip customers off? Got it.
Lmao, stupidity
Pelosi’s insider trader is paying off for her.
Fuck this stupid world we’ve built.
You missed out on buying while it was cheaper too, eh?
Most rational stock market analysis.
