▲ | dismalaf 7 hours ago | |
Nvidia is selling a ton of chips on hype. Google is saving a ton of money by making TPUs, which will pay off in the future when AI is better monetized, but so far no one is directly making a massive profit from foundation models. It's a long term play. Also, I'd argue Nvidia is massively overvalued. | ||
▲ | CalChris 4 hours ago | parent [-] | |
Common in gold rushes but then they are selling chips. Are they overvalued? Maybe. Are they profitable (something WeWork and Uber aren't) ? Yes, quite. |