They gotta get while the getting’s good or they’ll miss out on that margin
Comment on Big AI has PC users furious. Nvidia and Micron's weird emotional appeals make it worse
melfie@lemy.lol 3 weeks ago
What’s going on right now is that the TAM [ed: Total Addressable Market] and data center is growing just absolutely tremendously. And we want to make sure that, as a company, we help fulfill that TAM as well.
Your TAM is about to go BAM, so cut the shit and make us some RAM.
cyberpunk007@lemmy.ca 3 weeks ago
funkless_eck@sh.itjust.works 3 weeks ago
Yeah but your TAM (who you could possibly sell to) is the biggest concentric circle, inside that is the Servicable Addressable Market (who you could feasibly sell to) and your SOM (serviceable obtainable market, who you are actually selling to) and the consumer market is who you were actually selling to.
It could be that these data centers never become serviceable or obtainable, and this is all just predictions with no actual product making it into a machine.
deadbeef79000@lemmy.nz 3 weeks ago
I can’t take anything that uses the word “tremendously” seriously any more.
crusa187@lemmy.ml 3 weeks ago
Bigly agreed
Surp@lemmy.world 3 weeks ago
Slammed!