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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 görüntüleme • 1 ay önce •via X (Twitter)

22 Yorum

Higher Design profil fotoğrafı
Higher Design1 ay önce

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

DavCol profil fotoğrafı
DavCol1 ay önce

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.

NO NAME profil fotoğrafı
NO NAME1 ay önce

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

CyberGhoxt profil fotoğrafı
CyberGhoxt1 ay önce

You are brainy and I love your analysis and updates.

surreal profil fotoğrafı
surreal1 ay önce

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

Space🦐 profil fotoğrafı
Space🦐1 ay önce

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

Danial profil fotoğrafı
Danial1 ay önce

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

Many Moonz profil fotoğrafı
Many Moonz1 ay önce

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

Cabinord 🔥❄️ profil fotoğrafı
Cabinord 🔥❄️1 ay önce

You keep dropping solids every now and then

Swik profil fotoğrafı
Swik1 ay önce

👍

mattyjags profil fotoğrafı
mattyjags1 ay önce

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

WISDOM_Syndrome profil fotoğrafı
WISDOM_Syndrome1 ay önce

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

D profil fotoğrafı
D1 ay önce

Like a white label

Joe Darko profil fotoğrafı
Joe Darko1 ay önce

Always play to your strengths.

♤AvolaTim Beatx🇳🇬🇬🇧 profil fotoğrafı
♤AvolaTim Beatx🇳🇬🇬🇧1 ay önce

There’s a bubble

Nick Fuller profil fotoğrafı
Nick Fuller1 ay önce

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

ALRY profil fotoğrafı
ALRY1 ay önce

Thanks for letting me know

Go Boom profil fotoğrafı
Go Boom1 ay önce

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

Cabinord 🔥❄️ profil fotoğrafı
Cabinord 🔥❄️1 ay önce

Yoo boss do you have a YouTube channel

Nytro profil fotoğrafı
Nytro1 ay önce

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

renegadeRC profil fotoğrafı
renegadeRC1 ay önce

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

🚨BiteSizedMediaX 🚨 profil fotoğrafı
🚨BiteSizedMediaX 🚨1 ay önce

Nvdia is king!

Benzer Videolar

Nvidia just made its biggest acquisition ever... A small startup. On Christmas Eve. While everyone was distracted. The startup is Groq. They make AI chips that run faster than Nvidia's. In September, Groq raised $750 million at a $6.9 billion valuation. Investors included BlackRock, Samsung, Cisco, and Donald Trump Jr.'s fund 1789 Capital. Yesterday, Nvidia paid $20 billion for them. That's a 3x markup in 90 days. Trump Jr. just made a fortune overnight. But the money isn't even the craziest part... Nvidia dominates AI chips. They have 90%+ market share. All of big tech depends on them. So why would they pay 3X for a tiny competitor? Let me explain: Groq was building inference chips that threatened Nvidia's monopoly. Faster processing. Lower costs. Better architecture. If Groq succeeded, they'd crack open the market. So Nvidia did what monopolies always do: bought them before they became a threat. They're buying silence - not innovation. And this isn't a one-off. In September, Nvidia spent $900 million on Enfabrica, another AI chip startup. Same playbook. They committed $100 billion to OpenAI with a requirement that OpenAI deploy 10 gigawatts of Nvidia products. Now $20 billion for Groq. Nvidia isn't competing anymore. They're consolidating. They're using their cash pile to swallow every potential rival before they grow. The founder and CEO of Groq, Jonathan Ross, is joining Nvidia. So is the president and the entire leadership team. Groq's cloud business will keep running independently. But the tech, the IP, the competitive advantage? All Nvidia's now. This is the largest acquisition Nvidia has EVER made. Their previous record was $7 billion for Mellanox in 2019. They just tripled that. And nobody's questioning why. Everyone's celebrating "innovation" and "consolidation" and "strategic partnerships." But what actually happened is this: Nvidia looked at the one company that could challenge their monopoly and paid whatever it took to kill them. $20 billion is cheap insurance when you're worth trillions. The only question left is who's next.

Ricardo

224,345 görüntüleme • 9 ay önce