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[–] 7 points 1 day ago (2 children)

Nvidia is changing focus to consumers again. Jensen knows the future of Ai is local. Every move he made recently shows that. Buying hugging face, rtx spark. He knows the large data center model is starting to end.

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  • [–] 3 points 1 day ago

    I would wager a guess that there's no more pre-orders of everything they've got and there's a lot of demand built up for the consumer side. I still wouldn't expect prices to come down any time soon though, unless some of the hoarded chips flood the market somehow.

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  • [–] 1 point 1 day ago

    This! Yes. 100% agreed. Of maybe 98. I don't know if the large data center model ends, nor if he knows that.

    I do know that Nvidia topline growth story cannot grow more than it's done with frontier models. It can though keep growing if local inference or anyway distributed inference becomes a thing. But if the market doesn't believe that, as frontier labs IPO it's Nvidia stocks that get sold otherwise.

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