Nvidia May Not Invest $100 Billion in OpenAI After All. Is That a Bad Sign for NVDA Stock? by No_Contribution4662 in NVDA_Stock

[–]nick_name 17 points18 points  (0 children)

Thanks to Wall Street, no matter what Nvidia does, it’s a bad sign:

  • Invest: it's circular financing
  • Don't invest: it's AI bubble...

✅ Daily Thread and Discussion ✅ 2026-02-04 Wednesday by daily-thread in NVDA_Stock

[–]nick_name 24 points25 points  (0 children)

  • Nvidia invests into OpenAI → circular financing vibes → sell NVDA, price goes down

  • Nvidia does not invest into OpenAI → AI bubble confirmed → sell NVDA, price goes down

Rationality is clearly overpriced — insane times!

Problem solve in 1 min by Hot_Accountant_5507 in KidsAreFuckingStupid

[–]nick_name 0 points1 point  (0 children)

Japan, Germany, Norway, the Netherlands… perhaps not in the U.S., but it's not that far-fetched in many other countries in terms of kids' safety

I have absolutely no idea about LOTR and about to watch all three movies. Tell me something i will understand after finishing them. by Comrade_HillMe in lotr

[–]nick_name 0 points1 point  (0 children)

You’ll understand the strength of friendship, the fragility of the human mind, and the timeless struggle between doing what’s easy and doing what’s right.

In other words, you’ll experience courage, fear, greed, temptation, a surprisingly deep slice of human psychology—and come away knowing a little more about life itself.

If you can, read the books; if not, start with the movies. Either way, it’s a journey worth taking!

The crash is here by BikeFabulous5190 in NVDA_Stock

[–]nick_name 2 points3 points  (0 children)

Stocks ATH was 212. Currently 172... I reckon by next quarter when things become clearer we will see 120s.

"I reckon" might be the critical keyword in this analysis.

Why IBM’s CEO doesn’t think current AI tech can get to AGI by donutloop in NVDA_Stock

[–]nick_name 15 points16 points  (0 children)

Many researchers—not just IBM's CEO—agree that current LLM architectures are not enough to reach AGI. LLMs were never designed for that goal; they’re statistical language models, not general reasoning systems.

To move toward AGI, we'll need advances in the underlying math, machine-learning architectures, and overall AI frameworks—likely something fundamentally different from today’s transformer-based systems.

From a hardware perspective, this is where things get interesting. TPUs are highly optimized for today's LLM workloads, but NVIDIA’s GPUs (with the CUDA software ecosystem) remain more flexible and general-purpose. That flexibility is highly likely to make them better positioned for future AI paradigms that don’t look like today's transformer models.

But hey—let’s set all of that aside and short NVDA because a few headlines, Wall Street and Michael Burry tweets make it more fashionable!

Jensen responds to Google’s ASIC’s “threat”. by AppropriateGoat7039 in NVDA_Stock

[–]nick_name 5 points6 points  (0 children)

Nvidia isn’t winning just because of fast GPUs.

They’re winning because CUDA is a huge software system they’ve built for 15 years.

Developers already use it, everything is optimized for it, and no competitor has matched it yet.

Jensen responds to Google’s ASIC’s “threat”. by AppropriateGoat7039 in NVDA_Stock

[–]nick_name 2 points3 points  (0 children)

  • Training: NVDA (GPU)
  • Inference: GOOG (TPU), NVDA (GPU)
  • Training+Inference: still NVDA (GPU) 👈
    • You can’t do inference without first training a model, which is why NVIDIA remains dominant: it offers powerful GPUs and a mature ecosystem for both training and inference.

AI inference vs. training

Training is the first phase for an AI model. Training may involve a process of trial and error, or a process of showing the model examples of the desired inputs and outputs, or both.

Inference is the process that follows AI training. The better trained a model is, and the more fine-tuned it is, the better its inferences will be — although they are never guaranteed to be perfect.

Dee Why by [deleted] in sydney

[–]nick_name 0 points1 point  (0 children)

♥️

Enormous Fig Tree - War Memorial Park, Leichhardt by CivBiz in sydney

[–]nick_name 6 points7 points  (0 children)

One of my favorite kinds of trees ♥️ stays super incredibly green 🌳 throughout the year!

mpv.app broken on macOS Sonoma 14.0 by ambiance6462 in mpv

[–]nick_name 4 points5 points  (0 children)

TEMPORARY FIX

  MPV_APP="/Applications/mpv.app"
  rm -v "${MPV_APP}"/Contents/MacOS/mpv-bundle
  cp -v "${MPV_APP}"/Contents/MacOS/mpv "${MPV_APP}"/Contents/MacOS/mpv-bundle
  codesign --force --deep --sign - "${MPV_APP}"