why Nvidia fell more than 10 % last night?
#1

.     
SgButt ,

US collapsed or China collapsed? 


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#2

Smile not surprise.

Rest of the week and coming weeks more stocks will dip.
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#3

china can maKe AI chops already and will flood the market.

Huawei Ascend series is comparable to H100.

Of all the technologies...it is a misconception that AI chips are difficult and advanced. They compose of simple adders and multipliers....suddenly there is demand so Nvidia benefitted. But now so many startups and established companies also can make such chips.

Last dot com bubble the leader was Cisco...the router tech is much harder than AI chip for competitors to replicate ...in the end competitors took a few yrs to come in.  

But AI chips with months already got so much competition from AMD, Intel etc.

I, being poor, have only my dreams; I have spread my dreams under your feet; Tread softly because you tread on my dreams.
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#4

(04-09-2024, 02:27 PM)sgbuffett Wrote:  china can maKe AI chops already and will flood the market.

Huawei Ascend series is comparable to H100.

…They compose of simple adders and multipliers....

thats not true lah. Floating point calculations for trigonometry, logarithmic, exponential computations not simple adders and multipliers
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#5

(04-09-2024, 03:15 PM)WhatDoYouThink! Wrote:  thats not true lah. Floating point calculations for trigonometry, logarithmic, exponential computations not simple adders and multipliers

Plse check your facts ...which of the log or exp computations cannot be broken down to multiplication and addition of floating point numbers?

I, being poor, have only my dreams; I have spread my dreams under your feet; Tread softly because you tread on my dreams.
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#6

(04-09-2024, 04:05 PM)sgbuffett Wrote:  Plse check your facts ...which of the log or exp computations cannot be broken down to multiplication and addition of floating point numbers?

No wonder you dun even hv a proper A level cert Laughing
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#7

Intel more jialat!  Clapping


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