Nvidia's Blackwell GPUs are sold out for the next 12 months — chipmaker to gain market share in 2025

Analysts expect Nvidia to gain AI hardware market share in 2025.

12 comments

AI can fuck off.
- I'm still waiting for it to change my life.
  
  It already did for me, as a solo-developer, problems I normally needed to browse stackoverflow for I can now ask AI in my own editor in the context of my own code. It has been a lifesaver multiple times already and otherwise a significant timesaver.
Just waiting for the moment Nvidia is like yeah we won't be making any GPU chips any more, just AI chips from now on.
so everyone is investing more to undress ai apps.
Here's what's gonna happen.

Other outfits are going to make NPUs so fast that no GPU can compare. Even an architecture such as NVIDIA's will be price-wise too expensive to be of interest for any AI outfit.

Then, either NVIDIA pivots so hard, they pivot themselves out of the GPU industry, or...

They come crawling back.

12 comments