• Bytemeister@lemmy.world
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    2 hours ago

    Yeah. I think Nvidia will be fine. The way I see it, AI either keeps scaling, and Nvidia makes money, or AI collapses, and Nvidia gets to sell a buttload of GPUs to a market segment that has been priced out of upgrading their hardware for the past few years and are desperate for affordable upgrades, and on top of that Nvidia I’m sure has negotiated some kind of payout if their AI customers don’t take delivery of the hardware they are contracted for, so Nvidia gets to double-dip on the equipment they’ve produced. Kind of a win-win for them.