Skrivet av Mindfighter:
Absolut inte, lika lite fluga som internet var när det kom på bred front. Men det man kan fundera över är vilka konkurrenter som kan tänkas vilja ha en bit av kakan, microsoft har börjat med egna AI-kretsar o.s.v. så givet det kan man ändå fundera lite över värderingen. Apple lär också arbeta på saken och de har en och annan dollar att kasta på "problemet" o.s.v.
Absolut, tur man kan äga alla dessa bolag på börsen om man vill 😉
Men Nvidia ligger ju i framkant.
En viktig anledning är uppköpet av Mellanox.
https://open.spotify.com/episode/0ax1sBKJ1ombOYGwWl0hEq?si=go...
"The acquisition will unite two of the world’s leading companies in high performance computing (HPC). Together, NVIDIA’s computing platform and Mellanox’s interconnects power over 250 of the world’s TOP500 supercomputers and have as customers every major cloud service provider and computer maker.
The data and compute intensity of modern workloads in AI, scientific computing and data analytics is growing exponentially and has put enormous performance demands on hyperscale and enterprise datacenters. While computing demand is surging, CPU performance advances are slowing as Moore’s law has ended. This has led to the adoption of accelerated computing with NVIDIA GPUs and Mellanox’s intelligent networking solutions.
Datacenters in the future will be architected as giant compute engines with tens of thousands of compute nodes, designed holistically with their interconnects for optimal performance.
An early innovator in high-performance interconnect technology, Mellanox pioneered the InfiniBand interconnect technology, which along with its high-speed Ethernet products is now used in over half of the world’s fastest supercomputers and in many leading hyperscale datacenters.
With Mellanox, NVIDIA will optimize datacenter-scale workloads across the entire computing, networking and storage stack to achieve higher performance, greater utilization and lower operating cost for customers.
https://nvidianews.nvidia.com/news/nvidia-to-acquire-mellanox...