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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 次观看 • 1 个月前 •via X (Twitter)

22 条评论

Higher Design 的头像
Higher Design1 个月前

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

DavCol 的头像
DavCol1 个月前

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 的头像
NO NAME1 个月前

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

CyberGhoxt 的头像
CyberGhoxt1 个月前

You are brainy and I love your analysis and updates.

surreal 的头像
surreal1 个月前

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🦐 的头像
Space🦐1 个月前

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

Danial 的头像
Danial1 个月前

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

Many Moonz 的头像
Many Moonz1 个月前

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

Cabinord 🔥❄️ 的头像
Cabinord 🔥❄️1 个月前

You keep dropping solids every now and then

Swik 的头像
Swik1 个月前

👍

mattyjags 的头像
mattyjags1 个月前

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

WISDOM_Syndrome 的头像
WISDOM_Syndrome1 个月前

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 的头像
D1 个月前

Like a white label

Joe Darko 的头像
Joe Darko1 个月前

Always play to your strengths.

♤AvolaTim Beatx🇳🇬🇬🇧 的头像
♤AvolaTim Beatx🇳🇬🇬🇧1 个月前

There’s a bubble

Nick Fuller 的头像
Nick Fuller1 个月前

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

ALRY 的头像
ALRY1 个月前

Thanks for letting me know

Go Boom 的头像
Go Boom1 个月前

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

Cabinord 🔥❄️ 的头像
Cabinord 🔥❄️1 个月前

Yoo boss do you have a YouTube channel

Nytro 的头像
Nytro1 个月前

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

renegadeRC 的头像
renegadeRC1 个月前

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

🚨BiteSizedMediaX 🚨 的头像
🚨BiteSizedMediaX 🚨1 个月前

Nvdia is king!

相关视频

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 次观看 • 9 个月前