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PaperclipPerfector  5d ago (text post)   2920 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.

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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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