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623 points magicalhippo | 1 comments | | HN request time: 0.211s | 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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1. numba888 ◴[] No.42622567[source]
> I sure wished I held some Nvidia stocks, they seem to be doing everything right in the last few years!

They propelled on unexpected LLM boom. But plan 'A' was robotics in which NVidia invested a lot for decades. I think their time is about to come, with Tesla's humanoids for 20-30k and Chinese already selling for $16k.