Nvidia CEO Jensen Huang interview — Antitrust, openness, and the PC-console war

erek

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"On the other hand, I also know that AI is a new way of writing software, and this way of writing software is going to impact every industry. Because we can now write software that we otherwise could not before, computing could reach more places that we otherwise could not before. For example, who would have thought that on the roads of the future, a billion computers could be just driving around? Who would have thought that, in the future, there will be thousands of computers roaming around warehouses and factories? Those are all new applications that otherwise wouldn’t have been possible without AI.

Every building will be an AI. Everything will be an AI. That’s going to generate a lot of data, a lot more computing. The computer industry is going to be gigantic because of AI. It’s the catalyst that’s been missing. It’s the final piece of the puzzle, to write the software. If someone can write the software, we can sell a computer. Now we can have computers write software. Those two businesses are long-term secular opportunities."


https://venturebeat.com/2020/11/21/...ew-antitrust-openness-and-the-pc-console-war/
 

Aegir

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He's not wrong, but such a concept isn't exclusive to Nvidia.
If your computer can write software, it's not the hardware that matters.
It's the Machine Intelligence software that determines what actually gets written in such a case.

The hardware only determines the speed of writing and running such software.
 

Lakados

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He's not wrong, but such a concept isn't exclusive to Nvidia.
If your computer can write software, it's not the hardware that matters.
It's the Machine Intelligence software that determines what actually gets written in such a case.

The hardware only determines the speed of writing and running such software.
Yes but something like 90% of that software is written for CUDA acceleration, and NVidia’s hardware in this arena has an enormous lead in price/performance that they are currently the only real major player.
 

Aegir

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Yes but something like 90% of that software is written for CUDA acceleration, and NVidia’s hardware in this arena has an enormous lead in price/performance that they are currently the only real major player.

Yeah, for now.

But investors don't make big gains investing into the current "major player."
It's only when they find the small player that makes it BIG, that they see huge percentage increases in the stock.
Real profits aren't formed from investing in already established companies. Not REAL profits.

A true investment is meant to be an INVESTMENT. It's not about the profit seeking. it's about helping to fund the future.
Of course the other method of profit-seeking is popular and well known. But it's not what I'm interested in.
 

Mega6

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Leather Jacket guy throwing out the "AI" buzzword for the shareholders. Way to go. Nvidia Pro visualization and Automotive "AI" revenue and profits are down. Not a great last quarter.
 
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LukeTbk

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But investors don't make big gains investing into the current "major player."
It's only when they find the small player that makes it BIG, that they see huge percentage increases in the stock.
Real profits aren't formed from investing in already established companies. Not REAL profits.
Many would call buying Microsoft in 1995, Apple in 2003, Ford in early 2009, Google/Amazon about anytime since 2010 there is a really long list of giant profit made in investing in already established companies (look at Buffet investment track record, it is filled of Coca-Cola, Benjamin Moore, Johnson and Johnson, Kraft-Heinz and so on).

To make an easy example you would have 1 million for each 12.5K invested in 1995 in the fully established Microsoft if you reinvest your dividend in it. Even just investing in Costco in 2010 and you can talk of real great profits.
 

Mega6

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\
Many would call buying Microsoft in 1995, Apple in 2003, Ford in early 2009, Google/Amazon about anytime since 2010 there is a really long list of giant profit made in investing in already established companies (look at Buffet investment track record, it is filled of Coca-Cola, Benjamin Moore, Johnson and Johnson, Kraft-Heinz and so on).

To make an easy example you would have 1 million for each 12.5K invested in 1995 in the fully established Microsoft if you reinvest your dividend in it. Even just investing in Costco in 2010 and you can talk of real great profits.
Which of those did you hit on?
 
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