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Nvidia Beats Apple to $4 Trillion Market Value
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The demand from the mining crowd has been driving pricing for the past four years since Lovelace 4090’s.
And this Amazon bookstore thingy has a distorted vision of the way people shop for stuff. Worthless bubble.
The rise of Amazon and the AI industry have almost nothing in common. I'm not sure how you even came up with that as a comparison to be honest.
To be clear, Amazon is a giant now, but they always had clear unit economics. They reinvested a their profits into the company to keep growing, but they weren't running at a staggering loss the entire time while being built on IP theft.
On top of that, e-commerce wasn't a new, unproven thing. Selling books online at scale was less common, but this was an area that was already growing. AI companies, on the other hand, have no clear product-market fit, no sustainable business model, and no roadmap . The entire industry is propped up on "but imagine what this stuff might be able to do one day" with no guarantee that any of it is possible. It's hype.
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Seemed more like executives lining themselves with the heir apparent (Ives) more than anything else. 3 sides to every story. The truth takes one side. I’ve heard counter arguments to this narrative all the same. At the end of the day, Apple software has been downhill since then, and until Silcon, the Mac was in dire shape from a hardware perspective. I will take Tevanian, Rubenstein, Forstall and Serlet, over Federighi, unedited Ives, Cook, and Alan Dye any day. At least Forstall put the crazy in the “crazy ones” and the results were palpable. AI vapourware and now Liquid Glass becoming frosted mist by the time it ships is what Apple has become. By naming the OS by the year, you ship on schedule and not when ready every year as the bugs pile up and product marketing rules the roost. Even if you have to fake it because you can’t make it.
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And it doesn't help that scalpers and desperate gamers with more money than brains are showing NVidia that there are idiots who will pay even more than their already expensive MSRP.
And well done for Nvidia. Consumers set the market and DEMAND insane prices Nvidia asks for their gpu’s. They are delivering on just that for them. I want to see the 6090 hit $4-5k+ which it will, as the Asus Strix 5090 is $3,300+ MSRP currently. Even MORE buying from a scalper. Let’s freakin go!
This news depresses me because it's just going to encourage NVidia to focus on A.I. and forget the loyal gamers who made the company what it is.
Apple is DOOOOOOOMED. Tim Cook is the WORRRRRRRRST. Other companies were valued at $4T before Apple, it's the END TIMES. Back in the day when Steve Jobs (etc etc etc etc)
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"Shame on Apple" for "letting" another company surpass it in market cap! (haha)
Who, Scott? He probably signed a non compete and got a fat bonus so he can do his musicals.
That's ridiculous. Even if AI turns out to be the biggest tech of the future (and it's not looking that way), Nvidia makes processors for it while companies like Apple and Microsoft would actually make it useful
You've seriously never heard about Dutch tulips?
I don't even think that's true. What the value of a stock really means is people think the Nvidea stock will go up and they hope to keep it until just before it goes down so they can sell it and make money
People play the stock market like a casino game these days
…The market says otherwise.
Most people have warped perception of what GPUs with far more dedicated hardware for AI and ray-tracing should cost in addition to much harder parallel processing computation benchmarks wanted to be used for them like 4K+ gaming.
Same applies to pixel dense screens, spatial computing hardware, EVs, and Quantum Computing—all tech that’s not breakthroughs to make existing harder cheaper to take their place in price.
Such tech even more stresses the limitations of semiconductor and panel sheet manufacturing.
Imagine being handed the iPhone, iPad, Mac/Macbook, and an App Store empire on a silver platter, and 15 years later, you've somehow still failed to keep the company [Apple] from being the most valuable in the world. Not only that, but your company is being beat by a chip/AI company (Nvidia), and also your most major competitor (Microsoft). Seriously? How can you not take those products and beat the living SNOT out of Microsoft??
Now imagine this... While still failing to be the world's most valuable company --- the focus has been on a failed AI system, failed VR headset, failed car, and a failed OS [entire ecosystem] re-design. Not to mention the numerous lawsuits that Apple has lost, and Apple's focus on making everything colorful and childish.
It's unfortunate many are stuck in their ways and aren't willing to try something new, because Apple would be royally screwed, big time. Apple has no future, other than to keep milking Steve Jobs' innovation from 15 years ago. It's obvious that Apple is out of ideas and lacks quality control.
Now imagine this... While still failing to be the world's most valuable company --- the focus has been on a failed AI system, failed VR headset, failed car, and a failed OS [entire ecosystem] re-design. Not to mention the numerous lawsuits that Apple has lost, and Apple's focus on making everything colorful and childish.
It's unfortunate many are stuck in their ways and aren't willing to try something new, because Apple would be royally screwed, big time. Apple has no future, other than to keep milking Steve Jobs' innovation from 15 years ago. It's obvious that Apple is out of ideas and lacks quality control.
…They have always been a premium GPU company that prioritized prosumers and productive GPU users who aren’t just pure consumers such as gamers.
In any case their cards are coveted for their versatility that has been only improved with their cards minimizing the differences between workstation cards and consumer cards via their RTX cards and offering work and play “Titan-class”/“BFGPU” cards that cannot ever be maximized by merely pure gamers.
For example x90 cards even have ECC memory; Intel and AMD still forces customers with their GPU and CPU line-ups to pay hundreds to thousands more for that.
They have done this better than any other GPU manufacturer who often didn’t compete or attempted to minimize barriers for GPU users to again not have to bother with workstation SKUs to be productive.
Nvidia’s biggest advancements in the GPU market such as CUDA, Optix, and tensor cores have consistently debuted from their Quadro cards that trickled down to consumer cards via binning, an important manufacturing approach for GPUs that enabled them to have massive advantages with their highest end cards.
Even the cards old school gamers covet such as the 1080TI (far from budget cards that pure gamers buy regardless) which was their swansong to pure-rasterization approaches before benefiting game devs tremendously with real-time ray-tracing being viable benefited from such binning with Maxwell Quadro cards also being the precursors to RTX cards today setting up the economies of scale for them to be available on all Nvidia cards for unprecedented value propositions across the stack towards record profit.
Nvidia’s non-GPU businesses such as their networking business is worth more than their gaming GPUs, it’s been a forgone conclusion for them to not prioritize budget gamers even further.
When you have some of your own thoughts and opinions, let me know. I’m not having a discussion with a screenshot.
…You don’t know the success metrics and strategic goals of the Vision Pro being a prosumer product not expected to have mainstream sales to claim it failed.
Like Nvidia’s prosumer cards that consistently make up 1.56% of the GPU market, it still has yet to be surpassed by alternatives in its segment
Yes, I'm aware of the Irrational Exuberance in the Tulip mania. But frankly, Nvidia is the only place to get those chipsets at this point. You could buy tulips from hundreds of vendors, even back then. You want a real tulip analogy? Look at the P/E ratio of Palantir!