Datacenter Processors for AI is already 78% of Nvidia's Revenue

When I was a financial auditor, one of the tests on revenue we did was a concentration test, since having a large portion of your revenue coming from a few customers is a risk to business continuity. Wonder how Nvidia folks are thinking of mitigations for that.

If it wasn’t apparent already that nvidia is overpriced. This is the nail in the coffin.<p>As soon as the AI bubble pops (ie, current generation AI fail to meet unreasonably high expectations), nvidia will come crashing down fast.<p>OpenAI ceo pursued a $7 trillion dollar ask for investment in semiconductors.<p><a href="https:&#x2F;&#x2F;www.wsj.com&#x2F;tech&#x2F;ai&#x2F;sam-altman-seeks-trillions-of-dollars-to-reshape-business-of-chips-and-ai-89ab3db0" rel="nofollow">https:&#x2F;&#x2F;www.wsj.com&#x2F;tech&#x2F;ai&#x2F;sam-altman-seeks-trillions-of-do...</a><p>VR, crypto, real estate. All of the hallmarks of a bubble exist with the current phase of AI

I wonder if this years crypto bull run will even register.<p>How high was reduction of money stream to GPU miners after ETH went proof of stake?<p>4 years ago even Intel wanted to release chip dedicated to mining. But it missed the peak and abandoned the project, I believe. This time AI swamps everything.

This highlights an interesting thing: while AI is in the news constantly these days, we should really be concerned about what is NOT in the news regarding AI...

Does anyone understand what &quot;data center processors _for analytics_&quot; mean?

They should sell their gaming division to Valve.