74093226 : $エヌビディア (NVDA.US)$

Lelani : Will keep lasting as more fomo joins

sentosa island : ultimate energy

Shootingstar : What other innovations for ai? It appears to have reached maxed applicability and is abit stagnant to keep on rising

Cow Moo-neyスレ主 Shootingstar: I wish I knew what other innovations there are, then I’ll be super rich haha. Decades ago, most wouldn’t believe in autonomous driving, machine learning, robotics etc.
Likewise, pretty sure there will be things coming up in future which we wouldn’t be able to foresee at this current point.

Northsea9 : 弄反了，AI的问题是产能不足和模型滞后！简单讲就是英伟达的芯片总量过少制约模型的演算结果！所以泡沫问题还是过早！目前核心的问题就是AI软硬件服务器端正在加速建立，对应的机器人产业也在发力，但是需要投资巨大！这是互相衔接的产业，AI智能对应AI云服务，再对应AI机器人，再对应登月与机器人航天产业，整个发展过程最重要的就是英伟达芯片的发展程度，英伟达决定整个进程的进度！

102461859 : sustainable energy should be next wave, all the computing power needs to be on efficient and sustainable power source. Chip manufacturing demand will intensify, not necessarily nvidia will be the major player 4ever. Nvidia sustained growth will depend on how well it is able to make use of its leading position to innovate and build an ecosystem like Apple. GPU might be obsolete if ai models advanced further, so jus plainly selling gpu is not sustainable way to grow