How do we feel about Nvidia and Ai?
Everyone is loving Nvidia right now and seems to think they're going to power this Ai boom with their GPUs. But what makes them so special? AMD could do the same, even Intel is making GPUs now. Why is everyone drooling over Nvidia? Why Nvidia and not chipmakers in general?
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I think Nvidia is overvalued. AI is still a few years out before mass adoption.
Because they have the largest market share
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