this post was submitted on 08 Jun 2024
140 points (100.0% liked)
Technology
37696 readers
156 users here now
A nice place to discuss rumors, happenings, innovations, and challenges in the technology sphere. We also welcome discussions on the intersections of technology and society. If it’s technological news or discussion of technology, it probably belongs here.
Remember the overriding ethos on Beehaw: Be(e) Nice. Each user you encounter here is a person, and should be treated with kindness (even if they’re wrong, or use a Linux distro you don’t like). Personal attacks will not be tolerated.
Subcommunities on Beehaw:
This community's icon was made by Aaron Schneider, under the CC-BY-NC-SA 4.0 license.
founded 2 years ago
MODERATORS
you are viewing a single comment's thread
view the rest of the comments
view the rest of the comments
This is definitely realistic and not an over valuation based on AI-hype investor brain rot. Like, they’re a fucking graphics card company. Like, sure graphics cards can do some cool linear algebra, and linear algebra can do some cool things… but I’m sorry, they’re not going to be earning as much as Apple or Microsoft, companies that sell the whole rest of the computer to people and/or the plurality of software that runs on it.
Technically, they don’t even make the actual graphics cards, they just design them and then outsource manufacturing to TSMC.
But don’t you know that doesn’t matter, because by 2028 every singe company in the world is going to need a data center filled with tens of thousands of AI accelerators turning their own scrape of the internet into a chatbot, and so one of the companies that makes thouse accelerators is definitely going to have as much business as companies that make half of everyone’s phones or computer software./s
Designing graphic cards is really fucking hard though plus they make the firmware.