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.

You could have said the same about gamers buying expensive hardware in the 00's. It's what made Nvidia big.

There's a lot more gamers than people wanting to play with LLms at home.

There's a titanic market with people wanting some uncensored local LLM/image/video generation model. This market extremely overlaps with gamers today, but will grow exponentially every year.