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re: Is it time to short NVDA ?
Posted on 2/16/24 at 10:26 am to DVinBR
Posted on 2/16/24 at 10:26 am to DVinBR
quote:
Nvidia is selling the shovels (GPUs) for the gold miners (AI Companies) What happens when there is either a saturation of equipment (GPUs without any big advancement in newer hardware) or no more gold (AI profits) to be found?
Processing speeds will always be in demand, and semis have a long history of getting faster and faster every year.
I agree that things can and will slow down in the future, but a faster shovel will always be important.
1
Posted on 2/16/24 at 10:35 am to slackster
Nvidia hasn't made a large advancement in their GPUs in years now. Their 4000 series cards are huge power hogs in order to increase processing power. Their next lineup is their 4000 "Super" series 
. Jensen Huang made a comment a few years back that Moore's law is dead. I don't think it's dead but it has definitely slowed down.
. Jensen Huang made a comment a few years back that Moore's law is dead. I don't think it's dead but it has definitely slowed down.
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