Nvidia Sales Jump 56%, a Sign the A.I. Boom Isn’t Slowing Down

Submitted ⁨⁨2⁩ ⁨days⁩ ago⁩ by ⁨zero@fek.xyz⁩ to ⁨technology@lemmy.world⁩

https://www.nytimes.com/2025/08/27/technology/nvidia-earnings-ai-chips.html?unlocked_article_code=1.hk8.1B4j.1KF9hH6ZCaHL&smid=url-share

The chipmaker, now the most valuable public company in the world, said strong demand for its chips should continue this quarter.

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AmbiguousProps@lemmy.today ⁨2⁩ ⁨days⁩ ago
Just gonna fall that much harder when the bubble pops.

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- danny801@sh.itjust.works ⁨2⁩ ⁨days⁩ ago
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  - Ilovethebomb@sh.itjust.works ⁨2⁩ ⁨days⁩ ago
    This is a top tier bit of shit stirring.
    
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  - Sxan@piefed.zip ⁨1⁩ ⁨day⁩ ago
    It certainly feels þat way a lot of þe time. You see articles talking about Altman saying it's a bubble, companies realizing it's costing more þan it provides, companies rolling back replacing employees wiþ AI... it feels like it's a justifiably a bubble and ready to burst.
    
    Yet it keeps not bursting. I just want it to stop dominating news, and business decisions.
    
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  - criss_cross@lemmy.world ⁨1⁩ ⁨day⁩ ago
    Was this meme stolen from NFT bros?
    
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  - Zos_Kia@lemmynsfw.com ⁨1⁩ ⁨day⁩ ago
    That is Apex internet thank you my good sir
    
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MBech@feddit.dk ⁨2⁩ ⁨days⁩ ago
Funny, last week I saw a bunch of articles claiming AI is practically dead already. And now this?

Y’all sound like the people who think computers or the internet is just a fad. Shit like this is here to stay, wether you like it or not.

Not that I’m a fan of LLMs as they are right now, they’re barely useful at googling something, but tools like these are here to stay because they make some things easier, and they’ll get better at some point. Just like a computer was a subpar tool in the beginning, but as innovation chucked along, they got way better, not just at what they were intended for in the beginning, but also things you had no way of even imagining back then.

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- frezik@lemmy.blahaj.zone ⁨1⁩ ⁨day⁩ ago
  Really? Companies are going to keep building datacenters that need entire nuclear reactors to themselves without any of that converting into revenue? This is going to to keep going forever in your mind?
  
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  - brucethemoose@lemmy.world ⁨1⁩ ⁨day⁩ ago
    The power usage is massively overstated, and a meme perpetuated by Altman so he’ll get more more money for ‘scaling’
    
    GPT-5 is already proof scaling with no innovation doesn’t work. And tech in the pipe like bitnet is coming to disrupt that even more; the future is small, specialized, augmented models, mostly running locally on your phone/PC because it’s so cheap and low power.
    
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  - MBech@feddit.dk ⁨1⁩ ⁨day⁩ ago
    A lot will fail, sure, but that happens in literally every single developing industry. There are plenty of industries out there that aren’t profitable, but are still going. Tesla wasn’t profitable between 2003 and 2020, yet here we are, where they not only make profit, but they’ve kickstarted the electric cars industry. And that’s despite that they sell shitty cars and their CEO is a nazi.
    
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  - victorz@lemmy.world ⁨1⁩ ⁨day⁩ ago
    Definitely a bubble to be burst at some point unless we are able to harness energy and reduce waste substantially better than now.
    
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- sundray@lemmus.org ⁨1⁩ ⁨day⁩ ago
  
  Shit like this is here to stay
  
  Of course. Just like VR, AR, the Metaverse, NFTs, cryptocurrency, and hundreds of other boom-and-bust, hype-cycle remnants. “AI” is a bubble. “AI” will burst. The tech will continue, just without the hype and the cohort wildly over-funded moonshot start-ups.
  
  I look forward to the day when ROI-focused tech executives aren’t trying to cram non-intelligent LLMs into roles where they do not excel. Let people find their own uses, on their own terms for these things. Perhaps someday people will train bespoke, subject-specific ML tools on their laptops in a matter of minutes with a single click, and it will be an unremarkable part of their day. I’d like to see that.
  
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  - iopq@lemmy.world ⁨1⁩ ⁨day⁩ ago
    Crypto is still here, we had a StarCraft tournament funded in part by Bitcoin cash just recently
    
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- FiskFisk33@startrek.website ⁨1⁩ ⁨day⁩ ago
  Two things can be true. AI is here to stay, and we’re in a bubble. Look at the dot com crash, the bubble super popped, yet we still have the web.
  
  Its not the AI tech thats gonna die, it’s its extreme overvaluation.
  
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- Kekzkrieger@feddit.org ⁨1⁩ ⁨day⁩ ago
  I disagree so hard words wont do justice.
  
  The internet and computers has value, ai doesn’t. It already is unprofitable to run and newer models consume even more power. So wont turn into more profit all of a sudden.
  
  It will crash if it doesnt turn useful to actually MAKE money.
  
  There is 0 use cases other than it being a funny entertainmentbox that still summatizes shit wrong in almost 10% of cases.
  
  You may say agents might replace humans at some point but again nobody has done it yet profitable. It cant do tasks because it cant think. It can repeat what someone tells it to do but guess what thats what programming was in the first place.
  
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- Feyd@programming.dev ⁨1⁩ ⁨day⁩ ago
  “Nvidia had good sales in the last 3 months” doesn’t necessarily conflict with whatever drove those articles last week…
  
  “A technology got more useful in the past” isn’t a compelling reason to argue something else will get more useful…
  
  Use your critical thinking skills lol
  
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  - MBech@feddit.dk ⁨1⁩ ⁨day⁩ ago
    Are you seriously arguing that AI and LLMs won’t get better? For real? In that case I’m sorry, but you’re going to be left behind like 95% of the people older than 50 who didn’t bother to learn how to use a pc properly.
    
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- mctoasterson@reddthat.com ⁨1⁩ ⁨day⁩ ago
  Well it’s “here to stay” I agree. But there are some real economic indicators that it is also a bubble. First, the number of products and services that can be improved by hamfisting AI into them is perhaps reaching critical mass. We need to see what the “killer app” is for the subsequent generation of AI. More cool video segments and LLM chatbots isn’t going to cut it. Everyone is betting there will be a gen 2.0, but we don’t know what it is yet.
  
  Second, the valuations are all out of whack. Remember Lycos, AskJeeves, Pets.com etc? During the dotcom bubble, the concept of the internet was “here to stay” but many of the original huge sites weren’t. They were massively overvalued based on general enthusiasm for the potential of the internet itself. It’s hard to argue that’s not where we are at with AI companies now. Many observers have commented the price to earnings ratios are skyhigh for the top AI-related companies. Meaning investors are parking a ton of investment capital in them, but they haven’t yet materialized long-term earnings.
  
  Third, at least in the US, investment in general is lopsided towards tech companies and AI companies. Again look at the top growth companies and share price trends etc. This could be a “bubble” in itself as other sectors need to grow commensurate to the tech sector, otherwise that indicates its own economic problems. What if AI really does create a bunch of great new products and services, but no one can buy them because other areas of the economy stalled over the same time period?
  
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- CallMeAnAI@lemmy.world ⁨2⁩ ⁨days⁩ ago
  If your not out actively trying to fuck up, it’s already here for coders. It’s going to become impossible to be a “junior” coder.
  
  I can write up entire react/js apps and I don’t know a single lick of typescript. Would I drop it in prod? No. But is it good enough for a pr to a senior who knows what’s up? Absolutely.
  
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  - Feyd@programming.dev ⁨1⁩ ⁨day⁩ ago
    I hate it when people submit PRs that can’t understand or explain. It is more work for me than just writing it myself. Also, this whole “AI can bootstrap an app!” line is fucking stupid. No one has sat down and started writing anything like by line for 20 years. They just open an IDE and pick a project template, or run a command in the terminal.
    
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  - Sxan@piefed.zip ⁨1⁩ ⁨day⁩ ago
    
    It's going to become impossible to be a "junior" coder.
    
    Which means it'll become impossible to become a senior one. Which would be a problem, right?
    
    is it good enough for a pr to a senior who knows what's up? Absolutely.
    
    K, þis is a weird take. You must have some really patient and forgiving seniors. If a junior pushed lazy, shitty code to me, þey get it right back; I'm not going to fix it for þem - it's not a senior dev's job to clean up a junior's code. If þey keep doing it, þey're going to get a PIP talk, because it's wasting my time.
    
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  - Passerby6497@lemmy.world ⁨1⁩ ⁨day⁩ ago
    Man, vibe coders really think highly of themselves and their AI outputs.
    
    As someone who actually understands the language used in AI generated scripts, AI is shit at writing code. It sometimes gets decent wins and helps me figure out something quicker than without, but I can count on my fingers the number of times I’ve gotten a good, and usable, bit of code from it. Vastly more often than not, I have to edit the code to make it run (because it hallucinates functions, parameters, and constantly uses reserved variables even after being corrected dozens of times) only to find out it doesn’t even give the right output, or more often, outputs nothing at all.
    
    You show the quality of your knowledge by the inverse of the trust you put in AI code. It’s decent at blocking out basic things, but anything past that is a crapshoot at best
    
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humanoidchaos@lemmy.cif.su ⁨13⁩ ⁨hours⁩ ago
Do the engineers get to see a proportional return on this?

I used to have respect for those people, but now I just see them as suckers aiding the enemy.

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PushButton@lemmy.world ⁨2⁩ ⁨days⁩ ago
Share drops 3% amid good sales

Stocks AI fear bubble

Increasing talk about an AI bubble

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- CallMeAnAI@lemmy.world ⁨2⁩ ⁨days⁩ ago
  The stock market is vibes based these days. Posting investors screeching about a bubble isn’t some argument.
  
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  - msage@programming.dev ⁨1⁩ ⁨day⁩ ago
    Always has been
    
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invertedspear@lemmy.zip ⁨1⁩ ⁨day⁩ ago
How can it slow down? To get investment, every company has to at least claim to use AI. My company measures and ranks people based on their use of Gemini. It hasn’t made it into our performance reviews yet, but there is shaming for not using it. “Come on, we’re paying for it, make use of it”. I haven’t even figured out how to make good use of it in my normal routine. Which is legitimately 75% meetings. Maybe I need to send bots to meetings.

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- Cethin@lemmy.zip ⁨1⁩ ⁨day⁩ ago
  Legitimately, bots for meetings is the one place where it’s largely useful. You can have it just summarize what was said. That and receiving emails, which people are using AI to extend for no damn reason so other people have to use AI to read them.
  
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  - Jason@feddit.uk ⁨1⁩ ⁨day⁩ ago
    It really depends on the kind of meeting or why the meeting is being held.
    
    I guess it’s fine if you are just being talked at for the entire meeting and there is no expectation for your input (but at that point maybe this meeting could’ve just been an email?).
    
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- zbyte64@awful.systems ⁨1⁩ ⁨day⁩ ago
  
  Gemini, please pretend to work for me while I do actual work. Be sure to generate stats that boost OKRs.
  
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- Doomsider@lemmy.world ⁨1⁩ ⁨day⁩ ago
  Bots to meetings you say. Strokes beard and adjusts monocle Tell me more about these meeting bots.
  
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  - elephantium@lemmy.world ⁨1⁩ ⁨day⁩ ago
    People at my office have a bot attend meetings. AFAIK it does speech recognition and generates notes from the meeting. Sembly maybe? I’d have to look again to be sure.
    
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- cyberpunk007@lemmy.ca ⁨1⁩ ⁨day⁩ ago
  Same where I work. Metrics are coming for how much we leverage AI. So annoying.
  
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aramova@lemmy.world ⁨1⁩ ⁨day⁩ ago
Wall St reaction: Buys TSLA

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nutsack@lemmy.dbzer0.com ⁨1⁩ ⁨day⁩ ago
the market valuation of the thing might be too high at the moment, but the thing itself is not slowing down and it’s probably not going away.

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- YiddishMcSquidish@lemmy.today ⁨1⁩ ⁨day⁩ ago
  Amd and Intel right now
  
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  Also x86-64 is long overdue for a challenger. ARM is making huge leaps but with so much infrastructure and industry already on x86-64 it’s hard to to make a competitive chip that isn’t a cheap soc for a smartphone or iot thing.
  
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Damage@feddit.it ⁨2⁩ ⁨days⁩ ago
I hate Nvidia, but if they are smart they’ll invest these profits into CPU development. Intel is in free fall, this is their best chance.

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- frezik@lemmy.blahaj.zone ⁨1⁩ ⁨day⁩ ago
  They already have ARM development spun up.
  
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  - Damage@feddit.it ⁨1⁩ ⁨day⁩ ago
    Yeah what I meant is they need to boost it
    
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- sundray@lemmus.org ⁨1⁩ ⁨day⁩ ago
  They’ve got their Grace “superchip” line in the enterprise space. ARM based.
  
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compostgoblin@lemmy.blahaj.zone ⁨1⁩ ⁨day⁩ ago
How do I short Nvidia so I can cash in on the bubble’s inevitable burst?

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- eleitl@lemmy.zip ⁨1⁩ ⁨day⁩ ago
  Markets can remain irrational longer than you can stay solvent.
  
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  - YiddishMcSquidish@lemmy.today ⁨1⁩ ⁨day⁩ ago
    TSLA proving that it’s all fucking smoke and mirrors. Sales down in every country, +10% every other week
    
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- Pringles@sopuli.xyz ⁨1⁩ ⁨day⁩ ago
  Oh, the market can stay irrational far longer than you can stay solvent. You are way better off betting on companies you believe have a bright future ahead.
  
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- hobovision@mander.xyz ⁨1⁩ ⁨day⁩ ago
  Easiest/cheapest way would be to buy $NVD which is a 2x inverse ETF. It is designed so that if NVDA drops by 5% on a day, NVD will go up by 10%. But it’s on a daily basis and isn’t perfect, so over the long run it will bleed out, so you still need to time it right to profit on it.
  
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timewarp@lemmy.world ⁨2⁩ ⁨days⁩ ago
The bubble won’t pop. AI has become a national defense initiative. The only thing that will pop NVIDIA’s bubble is another chip designer coming out with something better. Maybe someone will use AI that ran on NVIDIA to build something else, therefore using NVIDIA to kill NVIDIA.

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- angstylittlecatboy@reddthat.com ⁨1⁩ ⁨day⁩ ago
  I think there is an AI bubble, but the aftermath will be like the dot com bubble: the internet didn’t go away, but a bunch of businesses that were only ever valuable because they were on the internet did.
  
  OpenAI won’t go away, but a bunch of companies whose products are pretty much wrappers for OpenAI will.
  
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  - Zos_Kia@lemmynsfw.com ⁨1⁩ ⁨day⁩ ago
    Funny, I would propose the exact opposite. OpenAI is doomed, they are committed to spending more money than they can ever hope to earn, and already have a hard time raising anything covering their operating expenses, let alone the training of new innovative models. Their life will only keep getting harder and they’ll never have it as good as they did in 2023.
    
    On the other hand, alternative models get better every day and have tokens that cost a fraction of those from large model makers. Some of what you call ChatGPT “wrappers” actually have solid and healthy business models and are burning reasonable amounts of cash (reasonable for VC backed businesses anyway). They’ll just switch to cheaper models when price pressure tells them to and they’ll be fine.
    
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  - sundray@lemmus.org ⁨1⁩ ⁨day⁩ ago
    
    companies whose products are pretty much wrappers for ChatGPT
    
    Yeah, once the rents go up for access to ChatGPT, et al, (as they inevitably will) a lot of those companies are in for a rude awaking.
    
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- sundray@lemmus.org ⁨1⁩ ⁨day⁩ ago
  AI/ML is addicted to CUDA. ARM and even Intel have viable alternatives in terms of raw performance, but they’ll never natively support CUDA, and that’s what most of the software tooling is focused right now.
  
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  - iopq@lemmy.world ⁨1⁩ ⁨day⁩ ago
    AI frameworks do support AMD and the coverage is only getting better
    
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- vacuumflower@lemmy.sdf.org ⁨1⁩ ⁨day⁩ ago
  I personally think it will, but as part of bigger events. Like a power takeover. A few decades later, perhaps, not that soon. Imagine if someone\something respected and remembered as the ultimate good comes out of shadows to deliver our world (mostly the computer industry and the Internet) from evil (LLM bots, hate campaigns, all the black mirror stuff) by putting it all in hierarchical order and redoing all the political system along the way. Democracy has failed, it’s the rule of the loudest, thus of those with the best bots, all such things.
  
  Wouldn’t be the first time, such technological changes often affect political system changes all over the world. Remember what coincided with automobiles, airships and airplanes, electric lighting and radio becoming popular.
  
  Except in the 00s everyone thought the changes will all be nice and positive.
  
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