Normal
I think between their Computex keynote and this turd of a product cycle from Nvidia...Nvidia has clearly stated they don't care. They know their money is in the data center in data-mining/analytics and AI and if their products don't sell in consumer graphics--they'll profit off the AI bubble for as long as they can.Perhaps I shouldn't use the word bubble, yet. But that is my guess of what this is. Every Wall Street Fortune company CEO has been jizzing themselves about "predictive-analytics" and then "machine-learning" (we can talk as to whether or not these are the same thing fundamentally) for years. SO much so that loads of those companies hired 'data scientist' roles for years--when the HR and C-Suite clearly had no idea what a data-scientist did. We know this, because people who got hired for them came out and said so.And now, the new hotness to raise your share price with is AI. Last month I was watching Tableau Conference by remote (long story)...and their entire keynote was about GPT driven interface with Tableau....which no one used their ML/AI client built into Tableau before, called 'Einstein Discovery'--because it was another SaaS subscription. And C-Suite barely knows how to use Outlook, and expecting them to even know what questions to ask an AI is laughable, and they knew that they shouldn't trust an AI programmed by a SaaS company for BI strategy input.Which brings us back to Nvidia and them seeing a goldmine in the datacenter with their silicon....and not caring about gaming. Which would be really ironic, and too bad, if they misjudged the market like 3DFX did and went bust as a result...
I think between their Computex keynote and this turd of a product cycle from Nvidia...Nvidia has clearly stated they don't care. They know their money is in the data center in data-mining/analytics and AI and if their products don't sell in consumer graphics--they'll profit off the AI bubble for as long as they can.
Perhaps I shouldn't use the word bubble, yet. But that is my guess of what this is. Every Wall Street Fortune company CEO has been jizzing themselves about "predictive-analytics" and then "machine-learning" (we can talk as to whether or not these are the same thing fundamentally) for years. SO much so that loads of those companies hired 'data scientist' roles for years--when the HR and C-Suite clearly had no idea what a data-scientist did. We know this, because people who got hired for them came out and said so.
And now, the new hotness to raise your share price with is AI. Last month I was watching Tableau Conference by remote (long story)...and their entire keynote was about GPT driven interface with Tableau....which no one used their ML/AI client built into Tableau before, called 'Einstein Discovery'--because it was another SaaS subscription. And C-Suite barely knows how to use Outlook, and expecting them to even know what questions to ask an AI is laughable, and they knew that they shouldn't trust an AI programmed by a SaaS company for BI strategy input.
Which brings us back to Nvidia and them seeing a goldmine in the datacenter with their silicon....and not caring about gaming. Which would be really ironic, and too bad, if they misjudged the market like 3DFX did and went bust as a result...
