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PaperclipPerfector  4d ago (text post)   2899 thread views

Small-Scale Question Sunday for January 26, 2025

Do you have a dumb question that you're kind of embarrassed to ask in the main thread? Is there something you're just not sure about?

This is your opportunity to ask questions. No question too simple or too silly.

Culture war topics are accepted, and proposals for a better intro post are appreciated.

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Anyone buying the dip on Nvidia? It's looking more and more like they're going to be the only manufacturer of high end gpus for ai use. It's hard to tell if they're overvalued or undervalued, but this particular panic drop seems retarded.

I just threw in 5k for funnies.

(Edit: up 3% so far lol)

Did the price of GPUs themselves go down? Sounds like a better investment.

What do you mean?

I mean: can I buy me a new graphics card on the cheap?

Oh, lol no, prices are still retarded. You might be able to get one of the new Intel or AMD ones if you just want to game though. Intel's new gay orc cards are actually pretty good and quite cheap.

My coworkers tell me that the Nvidia bubble burst because the Chinese proved that you need less compute to get the same results.

At which point I just hear "the Chinese proved that you can get a lot more results for the same amount of compute".

It's just a short-term contraction because people misunderstand how technological developments in hardware and software interact; that's my take. Or maybe I misunderstand it all.

That was my thought too. The Chinese optimized with Nvidia's hardware-specific PTX instruction set architecture, which ties them even closer as the sole manufacturer.
If they'd done it by using clusters of Intel Sparkle Twink cards or whatever they're calling the new gen, I could see Nvidia taking a hit from it, but this is exactly the opposite.

This has been my take as well, although I worry that I've developed diamond hands WRT NVDA and that this is just a cope on my part.

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