I don’t think you’ll like the orgs that buy nVidia IP. I’ll give you a hint: it will be jared and the saudis.
But yes. nVidia is in a really good position to pivot. But that pivot IS important. And it is important that there are companies to actually buy those cards while they shift towards “our flagship is data center and HPC cards” rather than “our flagship is machine learning cards”. Since the nVidia model is very much to manufacture as many flagships as they can and sell the factory seconds and fourths to the rest of the market.
Why does anyone need NVIDIA? If they go busy, they sell their assets to pay their debts. Including IP.
I don’t think NVIDIA will go bust. They have a product people want even without ai and have been profitable for years.
However, they will have a giant correction.
I don’t think you’ll like the orgs that buy nVidia IP. I’ll give you a hint: it will be jared and the saudis.
But yes. nVidia is in a really good position to pivot. But that pivot IS important. And it is important that there are companies to actually buy those cards while they shift towards “our flagship is data center and HPC cards” rather than “our flagship is machine learning cards”. Since the nVidia model is very much to manufacture as many flagships as they can and sell the factory seconds and fourths to the rest of the market.