Row 64025

Row ID: 64025 | Dataset Entry | Axioma AXP Content Repository

Content Data

This page contains data entry 64025 from the Axioma AXP content repository. The structured data below represents the complete record for this entry.

AMD along with Intel are probably the two main competitors to Nvidia in the AI space but no one really knows when or if they'll be able to actually compete.

They don't quite have any enterprise hardware deployable at the scale or performance of Nvidia but they're two of the closest with enough resources to scale faster than others.

This isn't so much a move based on actual or even projected numbers but rather Nvidia being so successful that investor money is looking for any other hardware vendors that can even come close to Nvidia.

When you miss the train sometimes you're willing to take a three buses taking twice as long just to try and get to where you want to go.

AI hardware is THE bottleneck, along with energy production and data center deployment.

While everyone figures out who the winners in software AI will be, the hardware players will see a lot of upside in providing the compute resources.

The category is so wild that most of the big tech companies investing in AI are designing and want to produce their own AI hardware. Nvidia is very expensive as well as severely constrained with hardware buyers placing tens of billions of dollars in back orders.... For $40-70K accelerators, that go for $1.5M to $3M for a small sever rack appliance.

There are other downstream opportunities as well with Supermicro and Dell also coming out as huge winners.

Basically anyone with anything related to AI is popping right now.

FieldValue
text AMD along with Intel are probably the two main competitors to Nvidia in the AI space but no one really knows when or if they'll be able to actually compete. They don't quite have any enterprise hardware deployable at the scale or performance of Nvidia but they're two of the closest with enough resources to scale faster than others. This isn't so much a move based on actual or even projected numbers but rather Nvidia being so successful that investor money is looking for any other hardware ven…
label r/investing
dataType comment
communityName r/investing
datetime 2024-05-23
username_encoded Z0FBQUFBQm5Lak1ic1ZXNU81czR0RzdzSF85YWR6WDZlZzFPRGdtWlE5ak1xRjNEMjJ0b3pGZ1FfY0t6eGY1aVhNcXJPU3JoMkcxLTRRTWJhUXZZUjVDVkZENWlXdWJ5eFE9PQ==
url_encoded Z0FBQUFBQm5Lak9yd2dJcEcwM2R6Qm05Nk1TbFkzYzF0MTJ4MS1tVDRhVkpKaE55MmJHS1lxMHplTl9vcjltam9iWTVPVmJOeU9KcHZmTXVGQVNhLWxfRlI3YTh3RnJRZldxZ21VUm5OWm12eDh6Uzk3Wk4xXzB6dURjTXNnd19CSHdqZE1qRjE5ZEw2VFAwZlUxWmtKdkl4YWJjT21pR1NnZVFaN0ZMSF9xLVY3S2FqZzE0bFhPd3FiNDJONkFpM1laa0tEbkkxbTBy

Raw Record

{
  "text": "AMD along with Intel are probably the two main competitors to Nvidia in the AI space but no one really knows when or if they'll be able to actually compete. \n\nThey don't quite have any enterprise hardware deployable at the scale or performance of Nvidia but they're two of the closest with enough resources to scale faster than others.\n\nThis isn't so much a move based on actual or even projected numbers but rather Nvidia being so successful that investor money is looking for any other hardware vendors that can even come close to Nvidia.\n\nWhen you miss the train sometimes you're willing to take a three buses taking twice as long just to try and get to where you want to go.\n\nAI hardware is THE bottleneck, along with energy production and data center deployment.\n\nWhile everyone figures out who the winners in software AI will be, the hardware players will see a lot of upside in providing the compute resources.\n\nThe category is so wild that most of the big tech companies investing in AI are designing and want to produce their own AI hardware. Nvidia is very expensive as well as severely constrained with hardware buyers placing tens of billions of dollars in back orders.... For $40-70K accelerators, that go for $1.5M to $3M for a small sever rack appliance.\n\nThere are other downstream opportunities as well with Supermicro and Dell also coming out as huge winners.\n\nBasically anyone with anything related to AI is popping right now.",
  "label": "r/investing",
  "dataType": "comment",
  "communityName": "r/investing",
  "datetime": "2024-05-23",
  "username_encoded": "Z0FBQUFBQm5Lak1ic1ZXNU81czR0RzdzSF85YWR6WDZlZzFPRGdtWlE5ak1xRjNEMjJ0b3pGZ1FfY0t6eGY1aVhNcXJPU3JoMkcxLTRRTWJhUXZZUjVDVkZENWlXdWJ5eFE9PQ==",
  "url_encoded": "Z0FBQUFBQm5Lak9yd2dJcEcwM2R6Qm05Nk1TbFkzYzF0MTJ4MS1tVDRhVkpKaE55MmJHS1lxMHplTl9vcjltam9iWTVPVmJOeU9KcHZmTXVGQVNhLWxfRlI3YTh3RnJRZldxZ21VUm5OWm12eDh6Uzk3Wk4xXzB6dURjTXNnd19CSHdqZE1qRjE5ZEw2VFAwZlUxWmtKdkl4YWJjT21pR1NnZVFaN0ZMSF9xLVY3S2FqZzE0bFhPd3FiNDJONkFpM1laa0tEbkkxbTBy"
}
Explore Dataset Explore Row

Entry Information