Jensen Huang says that Nvidia’s full AI infrastructure package (chip, networking, data centre) is so efficient that competitors can price their chips at $0 and Nvidia would still be the better option.
Full chat here: https://youtu.be/pE6sw_E9Gh0?s... Including a this segment in Nvidia’s $100B investment into OpenAI:
@bearlyai @TrungTPhan I can resell $0 chips and make money
@pbeisel @TrungTPhan We are happy to split 50/50 with any of these $0 chips you can get!
@bearlyai Not so sure. Had discussion with perplexity about system that would run 70b model at home with 400 tokens per second output, and AMD was cheaper. At the same time Huawei is coming with Atlas 950 and 960 superclusters, that are as powerful as Colossus 1 and 2.
@bearlyai so nvidia isn't selling shovels in the gold rush.. they're selling the entire mine shaft and claiming even free shovels cant compete with their ecosystem the moat is so wide it has its own weather system
@bearlyai Time is the bigger cost (falling behind) - since AI companies basically have all the funding they want right now.
@bearlyai So, that means Nvidia isn’t competing on silicon alone, they bundled CUDA, networking, libraries, and data center design into one closed loop. Competitors offering raw chips look like commodity suppliers in a market defined by ecosystems. Huang’s claim that in this interview -
@bearlyai True but he’s admitting that each older model has $0 value
@bearlyai @TrungTPhan The problem ofc is that everyone is power limited except China
@bearlyai I don’t think you’re supposed to say that out loud.
@bearlyai Supporting an anti-consumer giant is never the better option.👎
@bearlyai jensen is goated 🐐
@bearlyai $NVDA gold standard
@bearlyai How does anyone compete with that? Still the best chips there are imo
@bearlyai 💪🏻
@bearlyai The self aggrandizement of this industry is just stunning.
@bearlyai Power efficiency is becoming a key differentiator in AI, and NVIDIA seems to be leading the charge in that area.
@bearlyai That confident chat over coffee looks energizing. 🚀
@bearlyai China will put you out of business within 5 years. Put some retirement $ on the side. Same for Musk.
@bearlyai That's a bold claim, but he's got a point about the whole ecosystem being the real product, not just the chip. It's like selling the entire engine, not just a spark plug. On markets, reminds me of Chris's take that it's about the total value, not just the sticker price.
@bearlyai Man Jensen has gone full shill
@bearlyai Wild.
@bearlyai Oh god the GRIFT out of control ..
@bearlyai CAD610 : building competitive advantage through energy optimizations
@bearlyai Hahahaha
@bearlyai Hard to beat when the value isn’t just in the chip, but the whole stack. Nvidia’s been quietly building this moat for over a decade, now it’s basically AWS for AI.
@bearlyai Power moat so thick, it needs weather forecasting.
@bearlyai And now arrogance. Keep it up Jensen your company will blow up faster then you can burn cash!
@bearlyai Jensen Huang experience speaks. Nvidia share will boom in 2030
@bearlyai That's BS and he knows it.