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Path: ...!eternal-september.org!feeder2.eternal-september.org!news.eternal-september.org!.POSTED!not-for-mail From: John Ames <commodorejohn@gmail.com> Newsgroups: comp.os.linux.misc,alt.politics Subject: Re: Nvidia Replaces Intel on DOW Date: Mon, 4 Nov 2024 10:25:57 -0800 Organization: A noiseless patient Spider Lines: 21 Message-ID: <20241104102557.000067dd@gmail.com> References: <tBydna_kEexwnLr6nZ2dnZfqn_ednZ2d@earthlink.com> <vg7ddi$9l7r$1@dont-email.me> <-zmdnTyXmLloRrr6nZ2dnZfqn_idnZ2d@earthlink.com> <vg8v3e$imm1$1@dont-email.me> <vga10t$rmuq$1@dont-email.me> <vgatdu$119oc$1@dont-email.me> <losh8iFjbq4U2@mid.individual.net> MIME-Version: 1.0 Content-Type: text/plain; charset=US-ASCII Content-Transfer-Encoding: 7bit Injection-Date: Mon, 04 Nov 2024 19:26:00 +0100 (CET) Injection-Info: dont-email.me; posting-host="66d526abfeb7204318502339f256943c"; logging-data="1121999"; mail-complaints-to="abuse@eternal-september.org"; posting-account="U2FsdGVkX1+EdOFJJbQXiRHEUq5q/MvSv3KDjH0U8Bo=" Cancel-Lock: sha1:qUXyvETM0r2XAz8fDys6hSsEkhc= X-Newsreader: Claws Mail 4.2.0 (GTK 3.24.38; x86_64-w64-mingw32) Bytes: 2099 On 4 Nov 2024 18:14:42 GMT rbowman <bowman@montana.com> wrote: > On Mon, 4 Nov 2024 16:40:30 -0000 (UTC), Rich wrote: > > > A second effect is the rise of GPU computation. Some portion of the > > money flow that used to go to Intel for their "next faster CPU" is > > now instead flowing to Nvidia for their "next faster GPU". > > If the AI bubble dies down there will be bloodshed. (not advocating > violence but there's a lot of money riding on that game) It's going to die; the only question is when. Ed Zitron at https://www.wheresyoured.at/ has done a lot of solid writing on this the last year or so, and we've already seen a few ominous "Jurassic Park" ripple-in-the-glass moments with the investor class starting to ask just *when* they can expect to see a return on the piles of money they've lit on fire. NVidia, of course, will make out like bandits in the meantime.