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117 points LordAtlas | 3 comments | 07 Dec 25 16:43 UTC | HN request time: 0s | source

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blibble ◴[07 Dec 25 18:15 UTC] No.46183724[source]▶

I don't see how nvidia come out of this stronger

their huge customers will be able to produce ASICs hat will be faster and cheaper to operate than their GPUs

jensen has to be the luckiest man in the world, first crypto, now "AI"

vb-8448 ◴[07 Dec 25 18:23 UTC] No.46183797[source]▶

Nvidia is the Cisco of .com ... cisco still exists, and it's doing pretty well.

1. diamond559 ◴[07 Dec 25 19:08 UTC] No.46184157[source]▶

Just took them a few 26 years to touch their peak dot com bubble stock price again.

replies(1): >>46184365 #

2. vb-8448 ◴[07 Dec 25 19:33 UTC] No.46184365[source]▶

And it will be probably the same for nvidia, unless they didn't find another business stream apart from selling "shovels".

BTW, stock price is not everything, Cisco survived, grew, and it's the backbone of internet today.

replies(1): >>46185941 #

3. eastbound ◴[07 Dec 25 22:30 UTC] No.46185941[source]▶

I wonder what’s going to be the “I can cloud-configure all my Cisco routers over the internet” for Nvidia.

The AI wildfire is coming. it's going to be painful and healthy