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D
We won't know if the AI bubble has burst except in the rear view mirror.
I am very cautious about making any investments in AI related...
Oct 19, 2025
D
It will burst eventually, but it's not happening anytime soon. The amount of angel investment money available to these companies is huge...
Oct 19, 2025
C
Longer term I think most inference will happen on the edge. That’s already the case of a lot of use cases and the point of the AI...
Oct 19, 2025
Anyone who saw the movie "Lord of War" with Nicolas Cage as a weapon dealer, might recall that Simeon Weisz, his rival, told him he...
Oct 19, 2025
Agreed - officially it's zero, but it's clearly not zero based on the black market video by Gamers Nexus. Universities and consumers...
Oct 19, 2025
I wonder what the real story is. Did Nvidia's marketshare in China really drop to zero, or are Chinese buyers still using Nvidia...
Oct 19, 2025
When you use Google search it gives you an AI overview. I wonder if that is included in the Gemini numbers?
Oct 19, 2025
L
NXT1980 is not the top model, so the profit margin is much less
Oct 19, 2025
S
Anyone who saw the movie "Lord of War" with Nicolas Cage as a weapon dealer, might recall that Simeon Weisz, his rival, told him he...
Oct 19, 2025
K
Intel is the reason ARM revolution happened they could have had x86 on mobile devices as 2nd competitor and Android supports x86_64 btw...
Oct 19, 2025
K
I think we all knew Microsoft would be a likely Intel Foundry customer. The question is: Is the delay due to 18A or Microsoft? Reports...
Oct 19, 2025
NVIDIA’s once-dominant position in China’s AI GPU market has effectively collapsed after new U.S. export restrictions rendered its...
Oct 19, 2025
When you use Google search it gives you an AI overview. I wonder if that is included in the Gemini numbers?
Oct 19, 2025
T
Warren Buffet is not sitting on $350B in cash because he thinks things are going well.
Oct 19, 2025
Some context - the whole AI pie is growing, but OpenAI is finally feeling some challenge in market share, per a recent post on X...
Oct 19, 2025
Like.
We won't know if the AI bubble has burst except in the rear view mirror. I am very cautious about making any investments in AI related...
Xebec reacted to soAsian's post in the thread Jensen says Nvidia’s China AI GPU market share has plummeted from 95% to 0% with
Daniel Nenni posted the thread Jensen says Nvidia’s China AI GPU market share has plummeted from 95% to 0% in SemiWiki Main Forum ( Ask the Experts! ).NVIDIA’s once-dominant position in China’s AI GPU market has effectively collapsed after new U.S. export restrictions rendered its...
