Nvidia's Project Digits is a 'personal AI supercomputer'

I feel this is bigger than the 5x series GPUs. Given the craze around AI/LLMs, this can also potentially eat into Apple’s slice of the enthusiast AI dev segment once the M4 Max/Ultra Mac minis are released. I sure wished I held some Nvidia stocks, they seem to be doing everything right in the last few years!

I think the enthusiast side of things is a negligible part of the market.

That said, enthusiasts do help drive a lot of the improvements to the tech stack so if they start using this, it’ll entrench NVIDIA even more.

I’m not so sure it’s negligible. My anecdotal experience is that since Apple Silicon chips were found to be “ok” enough to run inference with MLX, more non-technical people in my circle have asked me how they can run LLMs on their macs.

Surely a smaller market than gamers or datacenters for sure.

I mean negligible to their bottom line. There may be tons of units bought or not, but the margin on a single datacenter system would buy tens of these.

It’s purely an ecosystem play imho. It benefits the kind of people who will go on to make potentially cool things and will stay loyal.