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623 points magicalhippo | 1 comments | | HN request time: 0.265s | source
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Karupan ◴[] No.42619320[source]
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!
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dagmx ◴[] No.42619339[source]
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.

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1. epolanski ◴[] No.42621646[source]
If this is gonna be widely used by ML engineers, in biopharma, etc and they land 1000$ margins at half a million sales that's half a billion in revenue, with potential to grow.