People dont seem to mention intel is getting the new euv machines from asml, combined with the money they got from the chip act. I see good upside potential there, yes nvidia is definitely the biggest but do expect intel to start gaining some momentum in the coming 18 months
@@judyliang55 Google already does all their in house AI training and inferencing using their own hardware (TPUs). Waymo. Gemini. Google search. Google Photos. Etc.
Google put a chip inside my nose with worms from a Navy ship in Kansas City Missouri and still have stole my identity for A I. I’m stalked and threatened every day my name is Nicole Tate.
Don't count out AMD. They will take market share from Nvidia. The question is how much. Some analysts believe anywhere between 10% and 20%. I think more.
They said that about Intel 20+ years ago. Lol I'm not saying Nvidia isn't top dog. All I'm saying is that gotta be aware of changes, whether you're a techy or an investor.
@@almoreno3299 --JENSEN recently stated that, "Even if our competitors gave away their chips for FREE, NVIDIA would still be a much better solution for our customers". For someone that rarely uses hyperbole that is a truly amazing statement.
@@jeffrose5622 I case you didn't know Jensen is known to often exaggerate things. If you know anything about semiconductor architecture, you'd know that AMD is better positioned to develop more advanced hardware. Software is a different story, but that also is improving very quickly.
@@KrustyKlown Only to serve cloud customers who want to use Nvidia hardware. Google trains and inferences all their own AI tools using their custom AI accelerator hardware called the TPU. They use their own neural network library called Jax. Waymo self driving tech and Gemini LLM are trained on TPU. Google search uses TPU for ranking. Google Photos uses TPU for processing hundreds of millions of images every day. All of their in house AI uses their own hardware. Their cloud service provides Nvidia hardware for those that want to rent time on it.
Lovely scam with the nice pump at the end of the day :) lol man investors are so long they refuse to take a beat down very very scammy, I’m sure cpi is gonna come in pretty bad I trust Jamie Diamond and his approach. Really don’t mind it going up just a nice entry for puts 🤝
This dude does not seem to know what "orders of magnitude" means... which is a bit disconcerting... Like, it is all about the economics, the developers would be made to switch for a couple of tens of percent margin, none of this "orders of magnitude" nonsense.
![ตรงที่เดิม - ฝน พรสุดา [ต้นฉบับ :เบส ขวางหวัน]](http://i.ytimg.com/vi/c5YnbGEztI8/mqdefault.jpg)
People dont seem to mention intel is getting the new euv machines from asml, combined with the money they got from the chip act. I see good upside potential there, yes nvidia is definitely the biggest but do expect intel to start gaining some momentum in the coming 18 months
Google doesn't need to have better chips than Nvidia, they just have to be ok and efficient and they can cut the spending big time!!!
Same is true for Azure and AWS
a ok chip can not be efficient to be honest. google probably ends up cost more if you count efficiency into account. not a smart move.
if you have a horse in the AI race, you do not want a suboptimal amount of computing power.
@@judyliang55 Google already does all their in house AI training and inferencing using their own hardware (TPUs). Waymo. Gemini. Google search. Google Photos. Etc.
Ok is not ok
Google put a chip inside my nose with worms from a Navy ship in Kansas City Missouri and still have stole my identity for A I. I’m stalked and threatened every day my name is Nicole Tate.
Government handouts won't keep Intel's stock price up
NVIDIA is so far ahead of the competition in both hardware and software nothing else matters!
Don't count out AMD. They will take market share from Nvidia. The question is how much. Some analysts believe anywhere between 10% and 20%. I think more.
They said that about Intel 20+ years ago. Lol I'm not saying Nvidia isn't top dog. All I'm saying is that gotta be aware of changes, whether you're a techy or an investor.
@@almoreno3299 --JENSEN recently stated that, "Even if our competitors gave away their chips for FREE, NVIDIA would still be a much better solution for our customers". For someone that rarely uses hyperbole that is a truly amazing statement.
@@jeffrose5622 I case you didn't know Jensen is known to often exaggerate things. If you know anything about semiconductor architecture, you'd know that AMD is better positioned to develop more advanced hardware. Software is a different story, but that also is improving very quickly.
@@almoreno3299 -- Well good luck with your AMD investment.
Alex knows what he is talking about.
He doesn't know sh***
@@R4dr1ar bot
@@huydang3112 fool. The man is a freaking podcaster... Screams expert
Nvidia is years ahead, they are a FULL STACK AI computing infrastructure company, Intel is not.
Google is too.
Google invented GPT technology
@@R4dr1ar and Google will remain a large Nvidia customer, and will benefit from AI growth.
@@KrustyKlown Only to serve cloud customers who want to use Nvidia hardware. Google trains and inferences all their own AI tools using their custom AI accelerator hardware called the TPU. They use their own neural network library called Jax. Waymo self driving tech and Gemini LLM are trained on TPU. Google search uses TPU for ranking. Google Photos uses TPU for processing hundreds of millions of images every day. All of their in house AI uses their own hardware. Their cloud service provides Nvidia hardware for those that want to rent time on it.
Me mmm is not the n non in BB inn in in mm i j BB BB l BB bbj I'm k jnnn n bfc Dr Tzykkkn @@KrustyKlown
CNBC please stop
Mega bubble
Lol
Lovely scam with the nice pump at the end of the day :) lol man investors are so long they refuse to take a beat down very very scammy, I’m sure cpi is gonna come in pretty bad I trust Jamie Diamond and his approach.
Really don’t mind it going up just a nice entry for puts 🤝
This dude does not seem to know what "orders of magnitude" means... which is a bit disconcerting... Like, it is all about the economics, the developers would be made to switch for a couple of tens of percent margin, none of this "orders of magnitude" nonsense.
might intel go bankrupt and shut down by end of 2024?
Alex probably use our software ❤