[Jlagreen]

The worlds spends several trillions per year on public and private R&D. The AI frenzy could go on for a decade without making any money simple by R&D spend world wide.

That's what people don't get. We're still primarily in AI research mode. The race in LLM training isn't about making money, it's about a R&D race and whoever gets a better product faster than competition.

Therefore Nvidia won't fail, because we're far far away from any AI production mode since the computing for that would need decades to install. Imagine how much compute power you would need for 24/7 assistant inferencing in real time for every person on earth. We're are just scratching the surface. For Nvidia to fail at this time would be the same as that the world would stop on AI research lol.

Imagine, you have an industry where 80% of all companies' / private investors R&D money becomes revenue of a single company. That's basically Nvidia's position in a nutshell.

Basically, Nvidia could do $1 trillion revenue on world wide R&D budgets alone, no need for their customers to make money yet.

[Mars008]

> Therefore Nvidia won't fail, because we're far far away from any AI production mode

Not convincing, another cheaper and/or faster hardware producer can replace NVidia. Something like quantum or optical optimized for LLM inference.