How much of Nvidia's revenue comes from US government contracts and grants?
#asknostr
Discussion
Related question, explain like I'm five why the release of a free/libre model would cause Nvidia's stock to go down. I cannot figure that out.
#asknoster
I really don’t know / don’t keep up either, but I would suppose it could do with that the hardware suppliers could possibly change given the U.S. restrictions and tariffs on exporting hardware / lithographs to China.
Ai good?
Ai require GPU compute
Nvidia has monopoly on GPU compute
Investor money go into Nvidia
Ai save us from this mess of an economy?
More Investor money into Nvidia
new model show maybe AI doesn't need as much compute as we thought?
Investors pull money out.
Thanks, that seems to sum it up.
Going up to twenty year old level, the next question is why would investors be so confident that "new free/libre model anyone can run on their GPU compute" would on balance mean a reduction in demand for GPU compute versus "training new model doesn't need as much compute as we thought"? Perhaps they are right, but perhaps the opposite could be true as well. For example, new free/libre model expands market for GPU compute to wider audience by lowering entry cost.