*Investors Blog*

Zee09 said:
PACDQ
Click to expand...
OTC.

1777903797048.webp
 
GOOG which I have owned a fair bit of since indy day is banging up against all time highs and threatening NVDA top market cap because apparently there selling there own chips to other companies now.

NVDA CEO says this AM that they have zero market share for AI chips in China. He could be lying - he has before.

Even so, doesn't this whole thing make the chips a commodity, making also the datacenters a commodity selling seat time at cost+ ?

So just like the internet bubble, the lucent like hardware providers in the end might not be the winners? Time to buy some beaten down SAAS stocks that were supposed to be replaced by AI?

PLTR
CRM
CRWD

Others?
 
SC Maintenance said:
GOOG which I have owned a fair bit of since indy day is banging up against all time highs and threatening NVDA top market cap because apparently there selling there own chips to other companies now.

NVDA CEO says this AM that they have zero market share for AI chips in China. He could be lying - he has before.

Even so, doesn't this whole thing make the chips a commodity, making also the datacenters a commodity selling seat time at cost+ ?

So just like the internet bubble, the lucent like hardware providers in the end might not be the winners? Time to buy some beaten down SAAS stocks that were supposed to be replaced by AI?

PLTR
CRM
CRWD

Others?
Click to expand...
There are chips and then there are chips. You can call memory chips a commodity because they are pretty standardized.
Advanced logic chips tend to be highly specialized, very high-value, and differentiated, making them non-commodity.
 
JeffKeryk said:
There are chips and then there are chips. You can call memory chips a commodity because they are pretty standardized.
Advanced logic chips tend to be highly specialized, very high-value, and differentiated, making them non-commodity.
Click to expand...
These "highly specialized" GPU's only use 5 years ago was on video cards. There AI value based on there ability to make parrallel calculations at speed using very little electricity. Apparently 18 month old NVDA GPU's are now functionally obsolete (use too much electricity) when we were told then it would take competition a decade to catch NVDA, but 18 months later Google catches them.

Sounds like commodity to me?
 
SC Maintenance said:
These "highly specialized" GPU's only use 5 years ago was on video cards. There AI value based on there ability to make parrallel calculations at speed using very little electricity. Apparently 18 month old NVDA GPU's are now functionally obsolete (use too much electricity) when we were told then it would take competition a decade to catch NVDA, but 18 months later Google catches them.

Sounds like commodity to me?
Click to expand...
I would call it evolution. A characteristic of the digital age is the rapidly increasing rate of change.
We are in the AI infancy; hold on to your hat.
 
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