AI's $600B Question

[gwintrob]

https://www.sequoiacap.com/article/ais-600b-question/

[rlupi]

IMHO, NVDA has already planned for this to happen. It remains to be seen if they can kickstart the next wave of enthusiasm before the current one runs out, and keep the stock afloat.

Once we have plentiful GPU deployments, the next revenue streams are enabling them to be used for things beyond the current bread of LLM AI: that's what all the investments in Omniverse, robotics, etc. are about.

[zer00eyz]

Im used to the hype, it's sort of normal in the Bay Area.

I haven't seen a bubble this big since 2000.

Meanwhile Anthropic is just quietly doing its thing and unless your outside the hype you might not have noticed. Not even a peep in this coverage.

> Microsoft alone likely represented approximately 22% of Nvidia’s Q4 revenue.

I didn't realize how tied at the hip these two are right now. Their stock prices are the same house of cards.

[tamimio]

> The AI bubble is reaching a tipping point.

I can't wait; I am tired of all these AI SaaS wrappers.