There are three legitimate concerns about NVDA: (1) valuation (but any great, dominant, rapidly growing company is said to have valuation issues), (2) substitution for GPU in AI and machine learning (Google tensor for example, although that is a solution that still cannot equal NVDA latest GPUs in price/performance as was demonstrated from the pricing scheme Google uses, and Google using trickery to make the tensor look faster than the Nvidia GPU (no, I am not going to rehash that, I have already had that discussion in detail on the NPI board first, and then a few weeks later or so on this board), and (3) Gaming. Just how long and how fast can gaming grow?
Well, assuming this stuff NVDA is speaking about can be made into the next generation gaming platform for graphics, it will eventually call for the entire inventory of mainstream GPUs to be upgraded. Not all at once, at first only the top end of gamers, but like every other graphics technology, it will roll down to the mainstream and be everywhere a minimal requirement for all but the lowest computers such as Chromebooks, or perhaps MacBooks (hey, Apple not the best at maintaining the best graphics standards, although they maximize what they got).
But this ray stuff is such a large jump up as to be (yes I think it literally is) a discontinuous innovation.
Discontinuous innovations that go mainstream are something to behold. They replace the infrastructure that preceded them because the price/performance value they create simply cannot be met by the existing infrastructure. Telephone to telegraph, dial up to DSL, etc.
So, so much for worrying about #3, and most of us had little problem with #1, as long as #3 did not crash, and #2 we were on more solid ground with I think.
Between Mongo and NVDA…well I might do more stuff. Again though, Mongo, too early to tell for sure, but I am too old (and still too young) to wait to get excited about stuff anymore, but yet young enough to make up for any stupid mistakes (which of course is never again…more famous last words).
Yeah, this is undeniably exciting stuff for NVDA and as profound as NVDA in AI in my opinion. This is big stuff mid to long-term for NVDA. I don’t know when this stuff will start to roll out, but certainly with in the next year or two one would think, at least at the very high end. Perhaps roll out on serves in the streaming service with those with the bandwidth. What, 100 mb/sec enough? I actually have that now with Comcast, much of the time. Probably requires higher bandwidth on a consistent basis, like 5G.
Tinker