That "improving employee efficiency" is how they're gonna replace employees I've seen people use AI to help with their studies/work and it just makes them dependent on the model cripplingly

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I simply don't think AI will be taking over jobs anytime soon, sure it could improve employee efficiency but it's not replacing people for many years

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Not a conspiracy lol, just being realistic here and perhaps a bit bullish, which is justified if u consider a few things. NVDA sitting under 250 is cheap when u realize they still have a full-blown monopoly on AI compute and nothing comes close, CUDA keeps everyone locked in, and Google isn’t a real threat as everyone says it is, switching off CUDA is a nightmare and google software stack is weak and new compared to decades of RnD by NVIDIA. This whole downturn (imo) is just some profit taking and big players pushing the price down so they can load up at a discount after the crazy run it had. It’s not over, it’s just cooling off before the next leg up, especially with Vera Rubin coming which wipes the floor with anything Google or AMD has.

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AI data center TAM to grow about 5x to more than $1.2tn by 2030E from $242bn in 2025E. NVDA share will likely normalize towards 75% form over 85% currently, as more customers develop custom chip options to handle the diversity of training/inference workloads

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C3 AI puts free money

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🥭 needs to invest in AI so that when Daddy Putin goes scorched earth and releases donald_deep_throating_bubba_1080p_uncut.mp4 he can just say it's AI generated LMAO 🤌

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I don't think people get that even with mango's rhetoric about not protecting Taiwan at this point the US will intervene within minutes of hearing the news. We literally just launched an AI mission to counter China, we will protect Taiwan lol.

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CCCX is merging with Infleqtion, NVDA partnered quantum compute + sensing leader. Selling Quantum RF sensors, inertia/gravity sensors, and atomic timers to the US DoD, NASA, Japan, UK, etc. Infleqtion’s revenue is second only to IONQ, at 1/5 the valuation. They also sell quantum computers, and set the commercial record for physical qubits at 1600. The world record being 6400 set by Cal Tech using Infleqtion’s neutral atom glass core. Same seed investors as Palantir and Anduril, while playing a big role in national security. We need to stay competitive with china on quantum sensing——Palantir of quantum anyone?? Same guy that did OKLO merger, and that stock 15x’d with zero revenue. As a founding partner of NVDA NVQLink, Jenson Huang has said himself that Infleqtion’s QPUs will layer on top of the GPU CPU AI datacenter architecture. Sundar Pichai has just said that quantum is accelerating on the same level as AI 5 years ago. When the merger finalizes the CCCX ticker will change to INFQ, and I think this stock will be $100+ easy. It could even surpass IONQ when people realize trapped ions may not scale as well as IONQ’s CEO promises. Neutral Atoms are extremely promising and will dominate quantum sensing, and potentially quantum computing as well. CCCX to $100+

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If Google is selling/renting 1 million TPUs to Anthropic then Google likely has 3+ million active TPUs today. This effectively makes Google the only company in the world with an AI compute stockpile comparable to NVIDIA's top customers (Microsoft/Meta) combined, but built entirely on proprietary hardware.

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GPUs are very good at splitting tasks into many pieces and running them side-by-side, which is how gamers can play at 120 frames per second. This is also what makes them so useful for AI calculation, as well as other high-performance domains. TPUs, on the other hand, do one thing, matrix math for deep learning, but they do it very well. Under the right circumstances they can provide a much better cost structure than Nvidia GPUs. Deep learning has been the main thrust of AI research for over a decade now, leading us to the large language models that are powering new AI applications like chatbots and coding assistants. GPUs can do a lot more, but for many current AI loads, TPU is like a bullet train. It only goes from one place to another, but if that’s all you want to do, it’s very fast.

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