Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : AMD, ARMH, INTC, NVDA -- Ignore unavailable to you. Want to Upgrade?

To: Elroy Jetson who wrote (53455)	2/1/2024 4:19:27 PM
From: neolib	Read Replies (2) \| Respond to of 72186

I'm not talking about Chromebooks, I wanted to know if Elite X based laptop reviews are out. They don't seem to be. I think its more like mid '24.

To: Elroy Jetson who wrote (53455)	2/1/2024 4:37:06 PM
From: Elroy Jetson	Respond to of 72186

If Nvidia were just a chip company, it wouldn’t be this powerful, but Nvidia is a software company first. The key to Nvidia’s market dominance remains its CUDA software, seen as an essential building block to AI applications. CUDA is driving competitors crazy, especially Intel. CEO Pat Gelsinger told the world in December “ the entire industry is motivated to eliminate Nvidia’s CUDA dominance.” A month later, he had to admit in his latest earnings release Intel is nowhere near that. A more open framework would benefit AMD, Intel, and Chinese chip makers. It would lower the cost of AI for everyone. But CUDA is a moving target and the market isn’t going to wait for laggards. It’s the old story that the leader gets 90% of the profit, the second-place company 9%, and everyone else fights for what’s left.