• @[email protected]
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    1 year ago

    Nvidia was worth $1,030,000,000,000 today, but still can’t get their drivers in the kernel.

    And it’s not because Linux has 1% marketshare, because Nvidia still bends over backwards to get their drivers working on Linux for ML training

    • @[email protected]
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      11 year ago

      Nvidia was worth $1,030,000,000,000 today, but still can’t get their drivers in the kernel.

      tbf that valuation is not really realistic IMO, the ps ratio (valuation divided by income) is 31 , when the average is about 2.4. Its probably overly enthusiastic nvidia customers paying that kind of price. if everybody decide they want to sell all their nvidia shares , $1,030,000,000,000 probably won’t be the price.

      If they do something , they need to have a business case for their shareholder saying it helps profits (stuff like pension funds and mutual funds, Jensen Huang the ceo and founder reportedly owns 3.6% so he can still get fired).

      If they spent X money (say in term of engineering hours) they need to expect a profit of at least somewhere around 1.1x.

      TL;DR buy AMD, or at least threaten them you won’t buy nvidia.