[ee64a4a]

> Apple managed to become the most valuable company in the world without ads.

Yeah, but what about next quarter?

Jokes aside, they're not the most valuable company anymore. Nvidia is ahead, I think MS has jockeyed with them on that position a few times and is still on their heels, and Google is ascendant (even ahead of MS as of end of close) after the antitrust clouds started to recede and Gemini started to match Claude and ChatGPT.

They can't sit idly forever if they want to please shareholders, and there aren't many avenues for expansion.

[spiderfarmer]

What will happen to nvidia when their market becomes saturated? That seems inevitable.

[Timon3]

Don't you worry - there are many, many ways for GPUs to inject ads :)

Of course you'll first have to dismiss the ad injected by your monitor manufacturer, but before that you'll have to dismiss the ad injected by your mouse manufacturer (or keyboard if you prefer that). Whoops, looks like your OS ads refreshed - drink another verification can! Just in time for your ISP to inject ads. But to dismiss them, first you have to dismiss the ad injected by your mouse manufacturer.

Oh look, another GPU ad! I feel lucky that all these companies want to provide me with the best information about new products and services.

[bigyabai]

HPC is still only a portion of the overall datacenter market. Nvidia is well-equipped to tackle the networking and cheap RISC VPS portions if they set their mind to it.

[raw_anon_1111]

The failure rate of data center GPUs is around 2 years…

[luz666]

Maybe just reduce production amount an increase prices? Profit probably continues, but on a lower level, I guess.

[godelski]

  > Yeah, but what about next quarter?

Apple was the first $1T company, the first $2T company, and the first $3T company. Okay, they weren't the first $4T company, but also Nvidia is an admittedly freak situation and isn't in direct competition with Apple.

Point being, why fuck with a strategy that is working? Is being #1 so important that you'll throw it all away because of an unpredictable and outlier event that isn't in competition with you? That seems incredibly irrational and a great way to lost your market advantage. It is incredibly myopic.

[wolvesechoes]

> and isn't in direct competition with Apple.

Of course they are, they are on the same stock market.

What, are you one of those that believe competition is still about capturing markets and appeasing customers?