MikeM
Member
Its all about use cases my manMe about to buy an AMD GPU:
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Nvidia overtakes Microsoft to become world's most valuable public company
- Thread starter Shwing
- Start date
It's all AI until there is no MS, Apple and Nvidia.
Unknown Soldier
Member
Sentenza
Member
That's *another* ongoing philosophical debate for the last few decades: "if no one will be able to tell the difference, is there even one?".
If at some point you get machines that can behave interact, reason, argue and pursue personal goals exactly like people, how do you even decide if they are "actually self aware"?
And does it even matter in the end?
Randall365
Member
Is this all because of dlss3? Decent tech tbf
IDKFA
I am Become Bilbo Baggins
I love this sort of shit.
Personally, I don't think AI will ever be like humans, unless they're trying to emotionally manipulate us.
The reason is because the way we behave is the result of millions of years from evolving tribal apes. This, combined with the complex chemicals in our brain make us human.
For example, anxiety is an evolutionarily product that can help us survive, but too much all the time leads to disorders such as social anxiety disorders for example. Left untreated, this could link to other disorders such as depression. Disorders that dictate how we behave and live. A machine would be free of all it. It wouldn't have stress, depression, love etc because it wouldn't share our biochemistry.
However, I believe any hypothetical self aware machine could perfectly understand human behaviour and how we react. If it can do that then it could very easily manipulate us to do whatever it wants to.
So for me, self aware AI does matter and something we should be considered about.
mrqs
Member
I'm not an investment expert or anything like that, just follow the AI space since 2015. But my understanding is that the growth of these 5 companies in the next 5-10 years will make it look like today's valuation was pocket change.
Black_Stride
do not tempt fate do not contrain Wonder Woman's thighs do not do not
Yes.
Nvidias rise to the big 3 is because of DLSS3.....SuperResolution, FrameGen and Reflex got Nvidia into the ring with Apple, Microsoft and Alphabet.
winjer
Gold Member
Nvidia Blackwell server cabinets could cost somewhere around $2 to $3 million each
Nvidia has reportedly invested some $10 billion developing the Blackwell platform – an effort involving around 25,000 people. With all the performance packed into a single Blackwell...
www.techspot.com
Fabieter
Member
It almost has nothing to do with their gaming department.
AmuroChan
Member
And now Apple is back at #1. That's why there's no point in posting these threads. The market ebbs and flow on a daily basis. The top 3 changes positions on a regular basis.
ChuckeRearmed
Member
Oh for sure. Apple, MSFT, Nvidia bost lost like 200-400b in the last weeks.
Badlucktroll
Member
tech stonks have been sucking this past 2 weeks
ReBurn
Gold Member
Time to buy
StereoVsn
Gold Member
Personally , I think they got another 10-15% of downside potential.
Fabieter
Member
On top of the ~7% they lost today?
ChuckeRearmed
Member
I don't think GPU sales are that important to Nvidia stocks at this point.
I still believe that Nvidia's real price should be at 2T, but I wonder if 2.5T is their "real price" for now.
Hudo
Member
Even Jensen Huang himself hinted at that multiple times. He views Nvidia as an AI company, not a GPU company. So the RTX 5000 series are probably a "hobby" in comparison to their dedicated AI cards and software stack.
StereoVsn
Gold Member
Yep, could easily see another 10%.
StereoVsn
Gold Member
Yeah, gaming GPU sales are irrelevant for the most part. And I am not sure about 2T, feel that’s low, but could see then drop another $250-300 bil over the course of next 12 months.
Then again, I ain’t a financial analyst so what do I know, lol.
Haint
Member
There was no real reason behind most of it, they started to tank couple weeks ago when the Fed's good inflation numbers suggested interest rates were gonna be lowered soon (which I'm unclear why that negatively affects tech stocks specifically), and then the Crowdstrike glitch further cratered them. A lot of the big investment and financial people are still predicating a Great Depression style collapse (as they have been for nearly 5 years, since the post Covid money printer and valuation boom) so any downturns are fueling a positive feedback loop of people selling off en masse.
twilo99
Member
Diamond hands
Fabieter
Member
The problem is the economic war going on all over the world. If Nvidia could do business like they wanted than it would still be a lot of room for improvements, but as it is it's hard to say.
Kamina
Golden Boy
Glad it didn’t turn out like that so far
Fabieter
Member
If meta reports positive ai numbers today than nvidia probably gonna be stable until they report their numbers in the end of august.
cinnamonandgravy
Member
anyone with a buttload of shares?
like 5k+?
like 5k+?
Unknown Soldier
Member
Nah, I just forgot I had hands in the first place
Kamina
Golden Boy
5k Shares? Thats worth half a million
Mortisfacio
Member
Not me, but I wish. I've got 760 shares with an $.88 cost average. I was making a measley $14/hr when I bought these, so definitely the best investment I made with what little I could afford at the time. Been holding since early 2016.