NVDA
❓ The speaker questions the common perception of Nvidia as solely an AI chip company, highlighting the complexity of the AI training and inference market.
💻 Engineers from major tech companies like Apple, Alphabet, AMD, Intel, Meta, and Amazon are designing their own inference chips.
⚠️ The speaker emphasizes the need for deep understanding of a business before investing, suggesting caution with Nvidia due to market complexities.
@invertirdesdecasa:
“I hear very frequently another company that is too fashionable, less and less, but I don’t know, or it was Tesla a few years ago, I don’t know if it will be or not, but Nvidia, which makes graphics cards, which is the graphics card company of artificial intelligence, and blah. Before, it was the blockchain company, and that’s why they bought it. They already forgot about blockchain, about cryptos, now this artificial intelligence thing appeared. Do you know, or rather, someday, put yourselves on a boring afternoon, put yourselves on Google to see everything that is the training of artificial intelligence chatbots, all the stages it has, everything, and if in all places Nvidia’s chips are really necessary or not, or what Nvidia does. For example, Nvidia designs, it doesn’t found. The engineers of Apple, the engineers of Alphabet, the engineers of AMD, the engineers of Intel, the engineers of, I don’t know, Meta Platforms, of Amazon, are all designing their own inference chips, it’s called in English, which is a part after the chatbot training, there is, and it is estimated that it will be the largest part of the artificial intelligence spending. That is, it’s not, ‘I buy this company because I think this is going to grow and because this seems to be the winner.’ No, to understand a business, you have to understand it in a degree of depth, it seems to me at least, I reiterate, I know I have a way of thinking perhaps not entirely, I don’t know if many will share it, but it’s mine. You have to really understand the business.”
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