>>fancy_+(OP)
Agentic AI? How exactly does a chip manufacturer focus on agentic AI? Thats software. How does riding that hype bubble help them male better chips?
>>aleph_+8d
NVidia is a great company, with a phenomenal product that they competently developed and made dominant. There was a big element of luck in that, but it won't continue forever no matter how smart and diligent they are.
It feels like the whole magnificent seven thing and the the way they are holding up an overvalued stock market is driving some desperate decision-making. Like 12 more billion dollars for XAI to buy more Nvidia GPUs does XAI have any revenue at all?