cutzi
2023-03-03

$NVIDIA Corp(NVDA)$

Progress in this field is marked by increasing levels of abstraction which reduces workload and hiring. Even professional programmers get scared if they need to go too far down in the weeds. Nvidia does face a threat beyond the medium term with open standard stuff like Triton (which in theory can support AMD but currently does not in a meanginful way) but right now the generative AI investment cycle is making people want to build fast now and that means CUDA. I think another risk to $NVIDIA Corp(NVDA)$ is more hyperscalers beyond Google will start making their own AI chips as too much revenue accrues to $NVIDIA Corp(NVDA)$ .

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