Technology

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.

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.

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'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.

Nvidia and other chipmakers produce actual, useful products. They'll be sitting pretty after the bubble pops.

I don’t think generative AI is going anywhere anytime soon. The hype will eventually die down, but it’s already proved its usefulness in many tasks.

Well, they also make good silicon that is apparently useful for different things, that may not change... If it's good for the next fad as well, they'll just stay on top.

They were first to market with a decent GPGPU toolkit (CUDA) which built them a pretty sizeable userbase.

Then when competitors caught up, they made it as hard as possible to transition away from their ecosystem.

Like Apple, but worse.

I guess they learned from their Gaming heyday that not controlling the abstraction layer (eg OpenGL, DirectX, etc) means they can’t do lock in.

To their credit they've been pushing GPGPUs for a while. They did position themselves well for accelerators. Doesn't mean they don't suck.

They were doing that for years before it became popular. The same tech for video graphics just so happened to be useful for AI and big data, and they doubled down on supporting enterprise and research efforts in that when it was a tiny field before their competitors did, and continued to specialize as it grew.

Supporting niche uses of your product can sometimes pay off if that niche hits the lottery.

DLSS was a necessity to make gains at speeds their hardware could not keep up with.

To your point, when you look at both crypto and AI I see a common theme. They both need a lot of computation, call it super computing. Nvidia makes products that provide a lot of compute. Until Nvidia’s competitors catch up I think they’ll do fine as more applications that require a lot of computation are found.

Basically, I think of Nvidia as a super computer company. When I think of them this way their position makes more sense.

same as with crypto. the software community started using GPUs for deep learning, and they were just meeting that demand

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

You missed out on buying while it was cheaper too, eh?

While suing everyone else that makes shovel handles that work with your shovel heads.