zlacker

>>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?

>>samrus+q4
Wanting to be Nvidia is fairly understandable.

>>ZiiS+25
I am not sure whether NVidia's luck will continue to last as it is currently.

>>aleph_+8d
Is driving down the roads you paved luck?

>>roboro+qn
There's a lot of luck involved in the Nvidia story. Twenty five years ago no one was assuming there would be a need for $100M LLM training projects. No one expected the crypto mining demand either. To be honest they are lucky that CPU manufacturing didn't move into SIMD space and that the gaming market grew so much between 2000-2012.

Yeah they paved the road, but it's a surprise that it lead to many good destinations.

>>hx8+rt
The crypto craze benefited both AMD and Nvidia(more for AMD because early day only AMD gpu could be used for mining).