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Nvidia is being a bubble stock again
  • You are a moron, VC does not stand for one thing, and you haven't either denied nor confirmed what you meant. This makes you an actual troll in this context.

    I have hereby blocked you.

  • Nvidia is being a bubble stock again
  • Bragging how you didn’t read something is also ill-favoured here.

    WTF? Your shitty link to some private blog doesn't work, but apparently you can't make a proper response to the above.
    I just mention I couldn't read it for completeness on my side.
    VC is not a tech term, you are being lazy and apparently don't care about ambiguities in what you write.

    And unless it means something different here than I guessed, your point was irrelevant. Venture capitalists are irrelevant to the boom of AI.

    You also don't explain how actual demand can be a bubble.

  • Nvidia is being a bubble stock again
  • The link you provide above stalls, so IDK what that is about.
    I don't agree that AI is just a marketing term, although it probably is used in that way by many, it is not when it comes to Nvidia, who has the by far most popular hardware to drive AI software. And Nvidia is already making a lot of money on selling hardware for AI, and even lower tier suppliers claim the demand is crazy for AI hardware.

    VCs will get sick of setting money

    Do you mean venture capitalists? It's very annoying to have to guess the meaning of a 2 letter acronym. For Christ sake how many meaning do you think VC has?
    What special contact do industry peons have with venture capitalists? That doesn't make any sense. Also I don't believe this is driven by venture capitalists at all.

    All the biggest companies like Microsoft, Google, Facebook etc are making huge investments in their own implementations, implementations that cannot even be finished this year because of supply shortages. This is not about upstarts, but all the biggest existing companies investing huge amounts of money. Upstarts funded by Venture capitalists are not even a blip on the radar.

    So saying 3 quarters is absolute bullocks, that doesn't even cover NVIDIA's back orders!

    this is a bubble fueled entirely by investors,

    Nope, there is actual crazy demand. But how crazy in the longer run remains to be seen.

  • Nvidia is being a bubble stock again
  • I agree this increase is insane and without parallel AFAIK. It seems to be too good to be true, and normally that means it actually is too good to be true.
    It's also hard to believe that Nvidia will be allowed to stay ahead in a market with such profit potential.
    But for 8 years they've not only kept their market advantage and profit margins. They've actually managed to increase both.
    I thought Nvidia was crazy when they made chips that yielded only one per wafer, I thought AMD would beat them with more agile chips at a fraction the price.

    So the question is when you call this a bubble, do you mean demand for compute will stop increasing as much as it is? Do you think AI will flop?

    In some ways I think AI already flopped somewhat from the initial hype of ChatGPT. But I do not think that will stop the race among companies to implement AI to keep up or stay ahead og the competition. It seems like AI is like a weapons race, and I bet it will go on for at least 5 years. Then if it turns out not to be the advantage companies hoped for, it will obviously slow down.

    But I think Nvidia has a few years of good running ahead of them yet.

  • Nvidia is being a bubble stock again
  • Yeah people have been saying something along those lines since 2016. I admit I had no idea it could get to where it is now, but people called it insane when Nvidia passed a $100 around that time (before the splits), and they called it doubly so when it passed $300 (still before the splits). Now they are at $125 but with a split of 1:10 this year, and in 2021 they had a split 1:4, meaning one stock prior to 2021 would be 40 stocks today. So that's equivalent to a stock worth $100 around 2016 is now 40 stocks worth $5000 total! That's 50x the value in 8 years.

    Nvidia has been boosted over several times first by crypto, then by (traditional) datacenters, and now by AI:

    I've been thinking this was a bit too much for about 5 years now, but the world constantly hungers for more computing power, and apparently Nvidia is the best company to deliver that.

    My bet was on AMD, because I thought they'd catch up to Nvidia (apart from taking market share from Intel). While AMD was still a good bet, Nvidia would have been way better.

    For 8 years betting against Nvidia has been the wrong bet. Maybe it's finally at the end of the fairy tale, but I wouldn't bet on it.

  • Why we don't have 128-bit CPUs
  • Yes you are 100% right, and I did consider level 3 cache as a better measure, because that allows communication between cores without the need to go through RAM, and cache generally has a high hit rate. But this number was surprisingly difficult to find, so I settled on the data bus.
    Anyways it would be absolutely fair to call it 256bit by more than one measure. But for sure it isn't just 64 bit, because it has 512 bit instructions, so the instruction set isn't limited to 64 bit. Even if someone was stubborn enough to claim the general instruction set is 64 bit, it has the ability to decode and execute 2 simultaneous 64 bit instructions per core, making at least 128 bit by any measure.

  • Finnish startup says it can speed up any CPU by up to 100x using a tiny piece of hardware with no recoding
  • Why is this bullshit upvoted?
    Already the first sentence, they change from the headline "without recoding" to "with further optimization".
    Then the explanation "a companion chip that optimizes processing tasks in real-time"
    This is already done at compiler level and internally in any modern CPU for more than a decade.

    It might be possible to some degree for some specific forms of code, like maybe Java. But generally for the CPU this is bullshit, and the headline is decidedly dishonest.

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  • How is that even remotely relevant to Russia invading Ukraine completely unprovoked in 2014, and again in 2022?
    If you side with Nazi Russia, that's your choice. But it's self destructive and insane.
    Because of Putins imperialistic dreams, Russia will now have poverty as the Soviet era, so in that way Putin will achieve his goal of bringing Russia back to the lack of greatness of the Soviet Empire.

  • Why we don't have 128-bit CPUs
  • At less than a tenth the size, this is actually a better explanation than the article. Already correcting the fact that we do at the very beginning.
    If you absolutely had to put a bit width on the Zen 4, the 2x128 bit data bus is probably the best single measure totaling 256 bit IMO.

  • Donald Trump complains about being called "cognitively impaired"
  • It's one thing that Trump believes that telling an elephant and Giraffe apart makes him a genius, the truly horrible thing is that a lot of Americans agree, and are prepared to elect him president of USA.

  • Russia says U.S. is responsible for deadly Ukrainian attack on Crimea
  • No Russia is completely responsible, if they hadn't occupied it, Ukraine wouldn't have to fight to get it back. Fuck Russia your rhetoric is stupid. The Russians are the Nazis and Putin will die in a bunker.

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  • The country blocking peace is 100% Russia and ONLY Russia. Russia go home is absolutely the quickest and most sensible route to peace.
    Russians are the Nazis and Putin is as bad as Hitler.

  • India's May oil imports: Russia at record high, Saudi lowest in 10-mth
  • This is working as intended, Ukraine attacks refineries, which makes it necessary for Russia to export crude oil at lower prices.
    This way Ukraine can hit the Russian economy, without causing oil prices to increase on the global market, something Ukrainian allies have expressed concern about.
    It is allegedly already causing difficulties for Russia to refine enough oil for their needs for their war against Ukraine, and that makes it necessary for Russia to export crude oil and buy some of it back at higher prices after it has been refined.

  • Sweden plans to allocate $7 billion in military aid to Ukraine between 2024-2026
    kyivindependent.com Sweden plans to allocate $7 billion in military aid to Ukraine between 2024-2026

    "Sweden will increase the support, as the framework amounts to 75 billion Swedish krona in military support for the years 2024–2026, which is 25 billion Swedish krona ($2.3 billion) per year," according to the statement.

    Sweden plans to allocate $7 billion in military aid to Ukraine between 2024-2026
    4
    Russia's Kharkiv offensive – what is the plan?

    >Russia has launched an offensive into the Kharkiv region, and it has created a lot of alarmist news reports. In reality it is difficult to see what Russia's plan is, and it is not self-evident that it is a smart use of resources. In this video I discuss whether we might be seeing a return to the fragmented command structures that Russia had in the beginning of the war.

    8
    4 months durability for an $800 phone!

    My old $200 Motorola G9 Power phone lasted almost 4 years with only very minor scratches. Obviously in that period I have dropped it a few times getting out of the car, where the phone sometimes work itself out of my pant pocket while I drive, and then it slips out when I get out of the car. But no problem on my previous phones, despite the Moto had cheap Panda glass front.

    Then I bought my $800 glass back Xiaomi 13T Pro in January, and I loved the phone for the camera and good specs. But alas after only 4 months, and single drop of just 30 cm while sitting on the porch, the glass back immediately cracked! The back now looks like an ugly mess, and the high water resistance is very likely gone too.

    For sure the last time I buy a phone with a glass back!!!

    I wonder why glass back is so popular, and I curse the media for reviewing the Samsung Galaxy S2 as "feeling a bit cheap", because the back was synthetic, and drop tests showed it was 10 times as durable as the iPhone with its glass back.

    Samsung did it right in the beginning, glass backs are a curse.

    PS: I don't use condoms for my phones, if they need that for daily use, it's an obvious design flaw!!!

    The glass back is supposedly there to give a premium feel to the phone. But because it's fragile, people have to use a cover, but with the cover, the premium feel of a glass back is gone anyways? How is glass back not a design flaw?

    EDIT FOR CLARIFICATION:

    I am not clumsy, that's why I believe the phone should be able to last without cover. This was the first time the phone slid out of my packet, and I've NEVER dropped it out of my hands. One 30 cm slip and it's broken. Where for instance my Moto had maybe 4-6 in all over the years, and remained unscathed, apart from some tiny scratches. The sliding out of pocket does occur maybe a couple of times per year, but it's a low drop, and the phone should absolutely be able to handle that tiny drop, as it's an item for everyday use. I've also never had problems with scratches on my screen on any phone, which is the reason people use screen protectors I guess, which I don't either, because they are ugly, for instance they create a tiny ring around the camera, and they feel awful IMO, my phone came with it, and it took exactly 10 seconds for me to decide to remove it, because I could feel the edge of the screen protector when using the phone. But please stop with the dropping my phone regularly comments! Just because I dropped my Moto a few times (slid out of pocket) over almost 4 years! Always from low height, which it should be able to handle a few times.

    111
    Gazprom slumps to first annual loss in 22 years as trade with Europe hit
    www.theguardian.com Gazprom slumps to first annual loss in 22 years as trade with Europe hit

    £5.5bn loss in 2023 comes after gas sales more than halved following Russia’s invasion of Ukraine

    Gazprom slumps to first annual loss in 22 years as trade with Europe hit

    Profits were expected to be halved from the 2022 1.2 tn Rubles, but instead they made a loss in 2023 of 629bn Rubles or £5.5bn.

    11
    Why do Google searches not give maps links anymore?

    It used to be very convenient that when searching for something that had a geographic location, Google searches used to show a small map which linked to Google maps when pressed. Now all I get i a tiny useless map, that doesn't have any of the feature of Google maps, and often I don't even get that. Anyone know why that is? And if there is a fix? I use Firefox, but I'm guessing it's independent of browser, unless Google is up to their shenanigans again. I've added Google maps as search option, which luckily is dead easy in Firefox to do. At the same time I added Open Street Map, to minimize Google map use to maybe show them they are losing traffic.

    EDIT:

    I think this is the reason as u/garrett@lemm.ee writes:

    >If you’re in Europe, it may be due to the DMA. > >https://www.lemonde.fr/en/pixels/article/2024/03/06/digital-markets-act-how-the-way-you-use-google-maps-and-messenger-is-changing_6591969_13.html > >> You may also have noticed something new on Google, when looking for the address of a place: It’s now impossible to click on the map that appears in your search results. > >Google is one of the “gatekeepers” according to the DMA (Digital Markets Act). The law recently went into effect. It is supposed to lessen the amount of preferential treatment the big tech companies give themselves. > >https://en.m.wikipedia.org/wiki/Digital_Markets_Act

    19
    The total combat losses of the enemy from 02.24.22 to 01.20.24

    The total combat losses of the enemy from 02.24.22 to 01.20.24 approximately amounted to:

    personnel - about 375,270 (+750) people, tanks ‒ 6171 (+4) units, armored combat vehicles ‒ 11,455 (+10) units, artillery systems - 8868 (+14) units, MLRS – 967 (+1) units, air defense equipment ‒ 654 (+0) units, aircraft – 331 (+0) units, helicopters – 324 (+0) units, UAVs of the operational-tactical level - 6934 (+5), cruise missiles – 1818 (+0), ships/boats ‒ 23 (+0) units, submarines – 1 (+0) units, automotive equipment and tank trucks – 11,848 (+17) units, special equipment ‒ 1389 (+5)

    The data is being verified.

    Beat the occupier! Together we will win! Our strength is in the truth!

    Source Ministry of Defense of Ukraine : https://www.mil.gov.ua/news/2024/01/20/ponad-375-tisyach-osib-bilshe-50-tisyach-odinicz-bojovoi-tehniki-%E2%80%93-zagalni-vtrati-rosii-vid-pochatku-shirokomasshtabnoi-vijni-proti-ukraini/

    Translation with Google Translate.

    8
    PROTESTS Break Out in Russia! Finally!
    13
    Gonzalo Lira was NOT a Journalist (Jake Bro Exposing Republican propaganda against Ukraine)

    The levvel of anti Ukraine propaganda in USA is insane, here Jake Broe exposes how people like Elon Musk, Alex Jones and Tucker Carlson push a false story about an American youtuber being tortured and dies in a Ukrainian prison.

    2
    The total combat losses of the enemy from 24.02.2022 to 27.12.2023

    https://www.mil.gov.ua/en/news/2023/12/27/the-total-combat-losses-of-the-enemy-from-24-02-2022-to-27-12-2023/

    7
    The total combat losses of the enemy from 24.02.2022 to 26.12.2023

    https://www.mil.gov.ua/en/news/2023/12/26/the-total-combat-losses-of-the-enemy-from-24-02-2022-to-26-12-2023/

    1
    The total combat losses of the enemy from 24.02.2022 to 25.12.2023

    https://www.mil.gov.ua/en/news/2023/12/25/the-total-combat-losses-of-the-enemy-from-24-02-2022-to-25-12-2023/

    3
    The total combat losses of the enemy from 24.02.2022 to 24.12.2023

    https://www.mil.gov.ua/en/news/2023/12/24/the-total-combat-losses-of-the-enemy-from-24-02-2022-to-24-12-2023/

    0
    Elon Musk "We dug our own grave with 'FULL SELF DRIVING""

    https://www.youtube.com/@Thunderf00t

    I considered hard weather this really belongs in Technology, but came to the conclusion that exposing a scammer that is considered a tech genius, does belong here. Because debunking a technology company is as important as showing it, when it's considered valid.

    That said, I believe most people here are already aware that Musk is not to be trusted blindly. But just how bad it really is, may be news to some.

    23
    The total combat losses of the enemy from 24.02.2022 to 23.12.2023

    https://www.mil.gov.ua/en/news/2023/12/23/the-total-combat-losses-of-the-enemy-from-24-02-2022-to-23-12-2023/

    1
    The total combat losses of the enemy from 24.02.2022 to 22.12.2023

    https://www.mil.gov.ua/en/news/2023/12/22/the-total-combat-losses-of-the-enemy-from-24-02-2022-to-22-12-2023/

    3
    The total combat losses of the enemy from 24.02.2022 to 21.12.2023

    https://www.mil.gov.ua/en/news/2023/12/21/the-total-combat-losses-of-the-enemy-from-24-02-2022-to-21-12-2023/

    2
    InitialsDiceBearhttps://github.com/dicebear/dicebearhttps://creativecommons.org/publicdomain/zero/1.0/„Initials” (https://github.com/dicebear/dicebear) by „DiceBear”, licensed under „CC0 1.0” (https://creativecommons.org/publicdomain/zero/1.0/)BU
    Buffalox @lemmy.world
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