Does anyone regard any post Saxby Arm CEO as successful? What success they have had has largely been down to momentum and Apple.

OTOH if Jensen doesn't make a comeback it's hard to see nVidia keeping their momentum at all, which is likely to be the entire point.

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trebligdivad a day ago | parent | next [-]

If Nvidia's new boss can ride the momentum (that was there a week or two back) then they're fine for a while.

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roosterIllusi0n a day ago | parent | prev [-]

Nvidia was forcing companies to buy hardware they did not need to drive up production so Jensen could smuggle more gpus to china. If that all ends, most large data center projects are dead. There never was any demand for large data centers and they require billions if not trillions in grid upgrades that these companies were trying to get everyone else on the grid to pay for.

If we put a gpu in every home, no one has to spend money upgrading the grid. Take all those gpus and put them in a single data center, now you need a trillion dollars to fund grid upgrades and gain absolutely nothing.

The only thing these large data centers do is give a massive tech company the ability to use the hardware they are renting to you, to undermine you and front any work you are doing.

We should see hardware prices drop fast if nvidia is actually stopped from doing their criminal activities.

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atty a day ago | parent | next [-]

This is…. Massively underselling the actual demand for these GPUs. Even if you only include OpenAI and Anthropic, they would probably buy every single GPU, TPU, and XPU that TSMC, Samsung, and Intel could produce if they had sufficient money, land, and power. They’re all completely convinced by scaling and recursive self improvement (and they seem to be right)

Also, the demands of HPC computing requires these to be collocated and on a high bandwidth low latency network, so saying these DCs are equivalent to sticking a GPU in each house is simply wrong.

	▲	zardo a day ago \| parent \| next [-]
		> Even if you only include OpenAI and Anthropic, they would probably buy every single GPU, TPU, and XPU that TSMC, Samsung, and Intel could produce if they had sufficient money That's a key if when it comes to buying things
	▲	dflbq a day ago \| parent \| prev [-]
		The GPUs are bought by CEOs with AI psychosis and sit unconnected in warehouses: https://finance.yahoo.com/technology/ai/articles/amazons-nvi... Look at the Nebius stock for the fake data center hype. It is like 1999/2000.

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simonw a day ago | parent | prev | next [-]

The idea that everyone having their own personal at-home GPU (which will sit idle 99% of the time) is more efficient than everyone sharing a pool of GPUs in a data center baffles me.

	▲	Arkhaine_kupo a day ago \| parent \| next [-]
		Resilience versus optimisation. If the data centre goes down thousands of people cannot use them, if your laptop burns down, the other thousand users are unaffected. There is also latency, security, control... there are many reasons to prefer local placement and direct ownership versus a shared pool resource in an undisclosed location that people unrelated to you can physically access
	▲	grumple a day ago \| parent \| prev \| next [-]
		Why own a tv when everyone could go to the movie theatre? Why own a car when you can use public transit? The prior main use for these cards - gaming - is infeasible over a network. The big boys have tried and failed, networks just aren’t good enough.
	▲	dumbmrblah a day ago \| parent \| prev \| next [-]
		My local AI server at home stayed up yesterday. Copilot didn't. I can troubleshoot it if it goes down. My hands are kinda tied if somebody else's does.
	▲	LtWorf 20 hours ago \| parent \| prev \| next [-]
		Not leaking private data to hostiles isn't that bad.
	▲	neutronicus a day ago \| parent \| prev [-]
		Network latency would throttle their power consumption!

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ksec a day ago | parent | prev | next [-]

I can't believe I am reading this on HN. How about companies are chasing Nvidia for all the GPU they could get?

>There never was any demand for large data centers and they

You are making things up as if Datacenter is only about GPUs. Go and ask Intel and AMD on how they are coping with demands.

	▲	fidotron a day ago \| parent [-]
		It's an 87 day old account, I wouldn't take it too seriously.

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red_green_yell a day ago | parent | prev | next [-]

GPUs in every home would be wildly inefficient. Hyperscalers have massive economies of scale by consolidating the inference. That's why it's cheaper to pay per api rates for deepseek than it is to run it locally on your home server and pay for electricity, even if your server is FREE.

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Symmetry a day ago | parent | prev | next [-]

You've got it backwards.

NVidia was selling its GPUs at a price well below what the market would bear so that they could pick and choose customers and make demands of them, like insisting that OpenAI not oppose their plans to sell to China.

So I expect that if they get a CEO who is more conventional and stays out of politics prices are going to go up.

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efficax a day ago | parent | prev | next [-]

those are some wild accusations to throw around without proof

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htrp a day ago | parent | prev | next [-]

Whatever copium you're on, I want some of it

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fidotron a day ago | parent | prev [-]

> There never was any demand for large data centers

OK, let's stick to the subject and not engage in absolute delusion.