Hacker News Summary: Nearly half of Nvidia's revenue comes from four mystery whales each buying $3B+
- Nvidia makes a lot of money from AI chips.
- Four big companies are buying a ton of these chips, each spending over $3 billion.
- Nobody knows who these companies are for sure.
- It's probably the big cloud companies: Microsoft, Meta, Google, and Amazon.
- Others mentioned are Oracle, Tesla, and OpenAI.
- Some think government agencies, like the NSA or DoE, are big buyers too.
- Google, Amazon, Meta, and Microsoft are making their own AI chips.
- But they're not as good as Nvidia's yet.
- People are wondering if these companies will switch to their own chips when they are good enough.
- Some people think it's like the dot-com bubble or the crypto bubble.
- They think Nvidia's prices are too high, and the bubble will pop.
- Others think AI will keep growing and is helpful, so it's not really a bubble.
- Some people think the Nvidia chip shortage will ease once the bubble bursts.
- One person said if the AI bubble bursts, they'll use Nvidia GPUs for other stuff.
- Others think Nvidia will keep doing well because they're good at adapting to new markets.
- Some people think Nvidia has a monopoly on AI chips.
- It's not clear if they are treating all customers the same or giving some special deals.
- People are worried about how much power these big companies and governments are gaining.
- Observer Article: Nvidia's biggest customers.
- Forbes Article: Cerebras AI chip maker.
- Nvidia Blog Post: Meta's AI plans.
- Ars Technica Article: Musk not paying vendors.
- Awesome Self Hosted: A list of self-hosted apps.
- Tom's Hardware Article: Nvidia's desktop GPU market share.
- Wikipedia: GeForce 40 series: Nvidia's GeForce 40 series.
- PC Gamer Article: Using H100 for gaming.
Another detailed format. My ADHD is making it hard to consume.
Hacker News Summary: AnandTech Farewell
Main Post Summary
Key Discussion Themes
1. Google's Role in Web Quality Decline
2. The Future of Online Content
3. The Loss of AnandTech
Analysis
Strengths
Weaknesses
Opportunities
Threats
Actionable Takeaways
Thought-Provoking Questions
Resources Shared
Community Consensus