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Nvidia just paid $6 billion for about a hundred engineers and their code. That's roughly $60 million a head.
31,880 Aufrufe • vor 1 Monat •via X (Twitter)
22 Kommentare

Man your channel is just getting started. You are on your way to millions of followers.

Chinese are also working on their GPU, I can’t wait. That will also crash the prices of gpu. I love the competition. Same with memories. Can’t wait to see what happens in the next few months.

Depends on which is easier and cheaper to build, model or chip?

You are brainy and I love your analysis and updates.

i really hope microsoft and openai succeed in making the chips more accessible because im so tired of the AI boom making components overpriced as hell

I dislike Anthropic with a passion… Open source is the way to go…

At this point Nvidia isn't acquiring companies, it's collecting the Avengers roster one engineer at a time.

I think their earnings call is this week and it’s going to be interesting.

You keep dropping solids every now and then

👍

What they are doing is tfying to find a way to beat me. Good luck

The price of an Nvidia chip is meaningless… it’s the chip generation after chip generation reduction in cost per token, etc. this is the same nonsense as talking about the Jalapeño chip compared to Nvidia’s last, last years, product offering

Like a white label

Always play to your strengths.

There’s a bubble

Hardware is easy, software is hard However if you have enough money all bets are off

Thanks for letting me know

I'm sorry, but Poolside's Laguna models weren't that good. Nvidia overpaid IMHO.

Yoo boss do you have a YouTube channel

I 100% support nvidia’s move with open weight models. It would help create a lot more founders building on their ecosystem

The hyperscalers build their own cpus, there are more chips in the system which are not easily replaced from NVIDIA.

Nvdia is king!
