this is a bubble, or evidence of the uncontested american supremacy.

but since its based on jewish AI tricks its 100% a bubble

>>511373698 (OP)
germany is the 3rd biggest economy on the world to give some context

>>511373698 (OP)
Thats because nVidia quietly became a weapons company without you realizing it.

>>511373698 (OP)
It's AI, dumb fuck.

>>511373698 (OP)
why doesn't some company in europe get into the chip business? seems like a good business to be in

>>511374531
Companies are now hyperspecialized. It will take decades to catch up.

Ngreedia...Introducing their new series of video card with 4x wealth generation....

NVIDIA is fake and gay

>>511374446
>AI
It's LLM you faggot IT shill.

>>511373698 (OP)
I talked to an automated AI on the phone for a related issue I needed resolving, didn’t have to press 1’s or 3’s. I mean it’s getting there. Still need a human to resolve my issue but yea.

>>511373754
they are not

>>511373698 (OP)
A bubble. What they are doing is accounting trickery. So to be able to post ever increasing numbers to the benefit of ever increasing valuations. Look for a downturn the third week of September, then the most egregious vertical rally you have ever seen before they nuke it. That is all.

>>511373698 (OP)
Not a bubble, AI is the digital God.

you might not like this, but every CEO has access to an invisible alien ball that gives them all sorts of supernatural powers. you might see them holding this ball during a keynote speech, or during an interview. the world isn't what you think it is... trust no one.

>>511374392
for ai controlled drones??? i bet darpa is experimenting with them and shit and terminator was done in 1984 so its not a new theory but i dont think tech is that advanced,

i will fear when they can integrate an ai targeting system on an fpv drone

>>511373698 (OP)
what good do german companies do for anyone? nvidia's chips are going to reshape human civilization. there is a difference.

>>511373754
>>511373698 (OP)
no way, the amerijewish "led" economy based on IOUs and zeroes in computers is fucked?
Color me SHOCKED

>>511373698 (OP)
MUH GEEDEEPEE
who cares? I want to live in a comfy euro village not this concrete jungle

>>511373698 (OP)
the dollar is so fucked right overpriced NVDA is light-years better than USD. as the dollar crashed the market will go to infinity. trump himself has already stared shilling a weaker dollar, it's unironically over.

>>511376438
Lol

>>511382753
None of the valuations (in any asset markets: stocks or forex) matter because everyone participating as traders is using options to make money
TL/DR it's a gigacasino

>>511376438
it all makes sense now

>>511377998
Think SEAD, but for multi-spectral, one-way

Chinese gpu makers have not even ramped up

>>511373698 (OP)

It's just a finite number of pixels on a screen. You should not need a lot of GPU power to run fancy games. It is all a scam.

>>511374531
we do
Nvidia is some kind of monopoly though

Afrimerica's last great achievement.

>>511373698 (OP)
It's because gamers are collectively the dumbest group of people on this planet.
>Oh this card is marked up by 500% ?
>Oh it's specs aren't anywhere near what they were claimed?
>Oh it still can't properly run what it's supposed to be able to?
>I'll just dump $2000 of my parents money on it anyway! At least I'll be able to impress all the kids at school!

>>511385000
Goddamn you are stupid

>>511374531

Ok so, Nvidia is leagues ahead of their current competition in the market right now. Say you have a company that wants to begin competing with them, it will take years to simply get established, then it becomes game of playing catch up while Nvidia continues to innovate with a rock solid foundation. That assumes no fuckery by Nvidia to snip a potential competitor in the bud

>>511374531
That's basically what AMD did

>>511373698 (OP)
It’s actually infuriating because their products are dogshit now. 50 series is the worst GPU ever. Constant crashes even on games that take almost no fucking computing power.

Can any of you EU fags file a consumer protection lawsuit against these niggers for selling faulty products?

the entire market is overvalued by 50% or more and I am not exaggerating

>>511385000
Your understanding of the subject is surface level. Tell you what, ask chat it break it down for you zoom zoom.

>>511373698 (OP)
Fuck you jensen gib more rendering power instead of AI frame-gen bullshit

>>511373698 (OP)
>TSMC - Chinese
>AMD - Chinese
>Nvidia- Chinese
okay anon

>>511385556
what if it keeps going up anyway

>>511385755
the devestation when it eventually comes down will be all the greater

>>511373698 (OP)
ja but at least ve have all zese laws

>>511375816
nominal they are, ppp they are not, depends what metric you look.

>>511375753
And it depends on the user input how "dumb" AI is.

>>511373698 (OP)
covid was great for tech stocks

>>511386037
There is literally zero intelligence in what they call AI. Works for laundering money government printing for them so far.

>>511385000
They hated him because he spoke the truth

>>511375753
>Do this thing that previously required an intelligent human to do
>it does it
>durr this isn't AI noooo you can't use that I-word! it's ours!
lol faggot

>>511373698 (OP)
>its 100% a bubble
thats like calling the lightbulb or automobile a passing technology that isnt worth investing into. this is only the beginning.

yeah, keep filling up my bags, bitch

>>511385743
technically, taiwan but semantics

2000 was a bubble because the websites were unproven and many couldn't even turn a profit

Nvidia has a steller track record. It absolutely smashes its earnings reports every 3 months and honestly deserves its multi trillion dollar valuation unlike dogshit like apple and tesla

>>511374531
By the time there's enough of a supply chain to power a European semiconductor factory, you're in 2035 and billions in debt to establish the chain.
That's before you've even started printing sand.

>>511375415
>Companies are now hyperspecialized
nvidia has been in a business for more than few decades now
they have been making gpus

it has been almost full six months since the release of the latest nvidia gpus
latest release does have hardware level problems
all of the latest nvidia software (drivers) have problems

if nvidia was a automobile maker (and not sponsored by visionaries and shady types as they are right now)
nvidia would not last this long

and this year they would be out of business

humans gonna go try to return to monke while ai builds datacenters and overheats the earth

>>511375816
russnigger comes with his butthurt delusions about peepeepee lol

Germany just not blessed by Yeshua.
Tore british butthol3s, but got wrecked by Polish.

>>511388413
lolwut?

>>511387644
It's okay, the Polish Niger will become a Black Niger faster than Russians.

And in general, if you think, the nigers of Europe are Poles. Pompous proud livestock, like crests, is zero benefits for the world, unless the Dolivo-Dobrovolsky did something, and then he is a Russian engineer.

>>511386628
Bet you think CNC machine is intelligent too since it does things much faster and more accurate than a human. IT nigger.

>>511373698 (OP)
>no more competition + bitcoin minning + AI
yep, it's winning time!

A bubble. LLMs are neat but people vastly overestimate their capabilities.

>>511373698 (OP)
>Forward PE ratio of 30
It's American supremacy baby

>>511382753
ive heard this since 2009. nothing is going to happen.

>>511375415
Tell that to Intel who started making GPUs just in the last few years. They have some software issues here and there but for the most part they are making competitive mid-tier chips.

The real reason why all the chips are made in Taiwan is because it's a neutral area not controlled by any of the superpowers. The designs come out of the west, the materials come from China, and the chips are made in "specialized" facilities in Taiwan.

This is how they plan on running the world in the future. No country will have control over their own economy and will rely on the other countries for the survival of their own economy.

>>511390006
Forget about the main players, a new rich fat fuck in China is about to storm the market with really good cheap hardware that will rival them all. I kneel.

>>511385810
>the devestation when it eventually comes down will be all the greater
this won't ever happen
you think they don't have tricks to keep the ball rolling for the rich?
the US economy is basically tied in to stock market at this point
there will always be small pullbacks but the shit will keep going up - our systems relies on the shit

>>511389261
>A bubble. LLMs are neat but people vastly overestimate their capabilities.
that won't keep them from being forced on everyone
since when did the average person have any say?

>>511390006
>intel
lol
lmao

Anyone who knows, knows that Intel will never be an important semiconductor company independently now.

>>511373754
not true, no one works here anymore.
you are still using pre 2015 numbers.

>>511373698 (OP)
Nvidia is a company with very sound, diversified fundamentals where it has a foot in a bunch of different industries. But it has also threaded the needed on riding multiple absurd tech bubbles back to back.

>>511374531
Because there are no venture capitalists in the EU like there are in the US. Start up conditions are much more favourable in the US than in the EU. Also the US federal governement heavily subsidizes these mega corps. No other government can compete with US government spending.

>>511379956
GDP is essentially human capital propped up by fiat. The tech sector rises logarithmically through institutional investment, so it's government propping up the value of humans if that 'amerijewish' economy is as fake as you say. And if you don't like what this implies, tell me if you can find a single institution that can get away with printing money apart from central banks. Even venture finance is willing to go into debt to gamble on tech while people basically need to be held at gunpoint to pay into social security and taxes. Only reason debt to GDP has been soaring is because a few barrels of oil can outproduce hundreds of manual laborers, so government prints and creates fake work to justify population pyramids. In reality they're beginning to view domestic populations the same way the average person views the homeless, no one cares if police beat homeless and remove them from sight, but if someone keys your car you'd want their head on a pike. Industry is the car and the general population is the hobo on a macro scale.

>>511373698 (OP)
It will absolutely collapse once China can mass produce GPUs at lower prices, until then enjoy the ride

>>511392633
English, please

>>511392779
((they)) will start war with China too, similar to Russia
it is obvious the bubble won't last if there is competition

>>511386845
>Nvidia has a steller track record. It absolutely smashes its earnings reports every 3 months and honestly deserves its multi trillion dollar valuation unlike dogshit like apple and tesla
wasn't it only last year when a group basically quit in their attempt to audit NVIDIA because there was way too much faulty shit that it was beyond their reach? then NVIDIA's stock kept going up the next day lmao
that is the modern stock market for you

>>511386686
It would be like that if only one company built automobiles that can go faster than 10 miles per hour while the government sits on a cuck chair

>>511393014
labor has become decoupled from the value of currency as a representation of human hours
currency is now currency for currency's sake and is being manipulated like runescape merch clans

>>511393014
Government cares more for industry than people and GDP is basically welfare justified by nothing other than legal obligations. If human rights was abolished and most work could be automated they'd defund virtually every social program, put people into pods, create more brainrot entertainment, and do some shit UBI system to keep the public in place. If it were possible they'd probably sterilize like 90% of people.

I JUST got into Nvidia 2 months ago (late to the party)
And I'm already up 3k.
Its free money.

I'm bullish.

>>511373698 (OP)
Germany has a stock market?

can't wait when this ai shit crashes. trillions lost in investments, would make every jew cry

>>511385186
anon gpu sales are like a drop in the bucket compared to what nvidia makes selling cards for datacenters and ai companies. thats why gpu companies treat gamers like second class citizens with shit tier pricing and no stock ever available because even if they sell 0 units and get the worst press possible it wouldnt matter, they're still selling 8-10 grand cards in bundles to huge corporations that cant get enough of them. and those corporations are so desperate for cards they end up dipping into flagship models anyway, they'll gladly pay 4-5 grand for 5090s. and because of the chip ban in china theres a huge blackmarket demand for them when they're smuggled into the country.

>>511393694
Stay poor.

>>511393478
>If human rights was abolished and most work could be automated they'd defund virtually every social program, put people into pods, create more brainrot entertainment, and do some shit UBI system to keep the public in place. If it were possible they'd probably sterilize like 90% of people.
No doubt, but how is this connected to
>GDP is basically welfare justified by nothing other than legal obligations
Isn't the whole criticism of >muh GDP that it's unlinked from providing welfare to the population?

>>511374531
Asml. Nvidia/TSMC or any other designer or fabricator can’t function without their Dutch-made lithography machines.

>>511373698 (OP)
Germs were never going to make it in the 21st century.
The only Germs worth a damn are the ones who move to the US and they usually never tell you they are from Germany because they don't want to be surrounded by or associated with other Germs.

>>511394000
No the criticism for GDP is that's it's essentially fake money that government prints out. That's quite literally what the original post I replied to was talking about. Most countries GDP is tied to pension plans, public works, and entitlements. You can quite clearly see that the private sector almost entirely decoupled from the domestic economy around the 1970s. The US used to be like 70% agriculture prior to this then government started subsidizing it because you can get like 3 people to run a farm that feeds millions, even corn harvesting is almost entirely automated. In fact that's why the US produces so much corn to begin with, it's one of the few crops that can be almost fully automated.

>>511393170
That was Supermicro(SMCI)
They got a big contract w/Nvida, but are a cheap and shady company. Still a good buy though.

>>511394257

>>511393737
The 5090 is just a budget pro 6000 lol

>>511394982
Precisely. It was the main form of meaningful employment. I think most problems can be fixed via culture and giving up on the American dream. If someone wants to pursue a high end career then college should be for specialists. Everyone else should have an easy-in to some kind of agricultural work, but I know full well why this isn't the case. It isn't money, because money is fake, it's because the public isn't predictable. Government would rather subsidize a sector and automate it than risk an essential sector being taken over by peasant mutiny. Also there's ecological problems, like population booms, supply of fresh water, agricultural tribalism causing stricter retention of human capital. Generally once you get caught in an agricultural loop very few people want to venture outside it and when resources start running out they start invading other lands. I'm not a 'government evil' kind of guy, I can see the rationale, their 'solution' just happened to be worse. Unironically HRE-styled feudalism would be preferable, federalism has a constant problem with overreach.

>>511373698 (OP)
No shit

>>511373698 (OP)
don't care, still waiting for chinese gpu to buy. until then the oldest used shit from amd will do

>>511395980
I think we're all waiting for chinese competition to americrap products.

>>511387341
If even Nvidia is having issues, what makes you think some random who companies from europoor or wherever else could do better?

>>511394351
>shady company
>Still a good buy though
lmao
i hate this dogshit market so much

>>511373698 (OP)
You call it nvidia, we call niggervidia

>>511397248
in terms of ai, it's basically already there (e.g. moore threads s4000), the american and its vassals embargo just prevents you from importing it. you can still get it on the black market yet without further support

they're also currently rolling out standard support for locally run deepseek ai on all of their consumer hardware. lol. soon a billion of humans will train the open source ai into skynet. and i can't wait for it to happen

>>511373698 (OP)
I still can't believe retards are buying 1k-2k graphic card, fucking morons

>>511397903
the hardware is easy to produce. coding the drivers takes a shitload of time though. and here comes again china: making their polished out drivers open-source will kill nvidia+amd overnight as their software advantage would fade and they can never compete with china in hardware production

>>511380117
>comfy euro village
do those even exist anymore? i was under the impression that almost all small European towns were either empty save for geriatric boomers because of the lack of jobs and hedonism that today's youth are obsessed with and those that aren't empty have been ethnically replaced and are packed to the brim with niggers & shitskins doing the """work citizens don't want to do""" and are full of crime and rape. Jewish technological centralization of civilization seems inevitable

Jensen will own every leather jacket in the world. Soon....

>>511395526
>it's because the public isn't predictable
i think this type of rationalistic analysis misses the fact that Jews are not primarily motivated by capital or any common sense laws, but by destruction and the propagation of suffering of White European peoples

>>511388863
Record players were AI too because before them you needed a human to hear singing.

>>511385544
New games are just made really badly nowadays. I've been playing Warcraft 3, Euro Truck Sim, and Age of Empires 2. It's comfy.

>>511374531
ARM did it, America now controls it.
America will not allow the existence of any peer competitor, it will either be bought or destroyed.

>>511392269
is venture capital even the appropriate investment mode for a traditional manufacturing company?

>>511386845
Nvidia went up because of retarded cryptocucks feeding the crypto bubble.

>>511375625
consumer cards are only a few % of Nvidia's profit every year

>>511373698 (OP)
Pretty much everything in big tech is a scam
>we can censor and spy on Americans even faster and more efficiently now ! Thanks for the big government welfare check!

>>511374531
We in Sicily have a chip compaby, but it produces just the ship for things like your fridge, dish washers, kitchen scales, etc... for some reason the world thought that only one Island in asia must do high technology chipsets.

>>511373698 (OP)
If course it's a bubble, we're about to trigger an indicator that has only been triggered 4 times in 150 years. The combination of shiller PE and greed is at insane levels right now. Currently sitting at 14.93, should breach the 15 threshold next week. Granted, it still has room to go to 20, but then you enter 1929 and 2000 bubble era.
Now, when the indicator goes back to 5 or close enough to it, leverage yourself tits up and buy as much as you can.

>>511374531
Nigger, look at the device you hold in your hands because you're a dumb phoneposter, and think about why Intel went under and is worth nothing nowadays.

>>511374531
The Marshall Plan forbids developing arms or goods any way advantageous to the occupied territories, it only grants them access to american markets and international finance/usury.
It's illegal for Europeans to have any sort of real economy or nationhood under ZOG as that would give them bargaining power and having to do diplomacy, paying more than lip service to democratic ideals, etc.

>>511385981
wo counts jewish slave-labor camps as comparable economies?

>>511405003
stop arguing, I think we can all agree that AI is just one more reason for former workers to spend more time regretting not having bought bitcoin earlier.

the only thing you need to know
https://www.wheresyoured.at/the-haters-gui/

also, the market can remain irrational as long as (((they))) want it

how does AI make money?

>>511373698 (OP)
Relies on bitcoin. Once the market crashes long before the next halving, then Nvidia will plunge along with it. Nvidia is essentially a bitcoin mining supplier at this point.

>>511408146
Yeah mane. I was buying loads of drugs on dw back in 2014-16 when bitcoin was literally a few hundred dollars. Taking bitcoin's deflation into consideration, I've probably spent a million dollars on drugs, kek.

>>511408326
damn you deserve to have lost out on millions bro, cause nvidia does not supply shit to bitcoin hashrate, it all happens on specialized ASIC hardware by now, and nvidia supplies none.

>>511373698 (OP)
Ai may be a bubble now but it is the future. Were gonna have robots

>>511373698 (OP)
my hate for the faggots that bought these overpriced gpus knows no bounds.

>>511374531
no way thats possible with eu environmental laws.
cutting edge chip making consooms enourmous ammounts of power and water, meanwhile we have spergs ranting how fucking cows use to much of both

>>511408772
I really don't care that much. I live a good life. Not a millionaire, though. But I've made plenty on shitcoins, and I live in a country that actually cares about its White population. That means a whole lot more than money.

>>511386203
Bruh I look at stocks every fucking day.
And this chart conceptualizes the TERROR the swellest.

>>511395980
>until then the oldest used shit from amd will do
I'm still rocking two VEGA64 (one desktop, one PS4). Does everything I need for GTA5 bliss.

>>511408268
It doesn’t it

>>511408268
>how does AI make money?
By faster glownigger spying on everyone.
It's a faster video and image recognition, and glowniggers need this for their spying on population.

>>511406203
>for some reason the world thought that only one Island in asia must do high technology chipsets.
It's not that.
Those non communist chiner bugmen beat everyone on highest quality (biggest, fastest and most power efficient) with low defects % semiconducting manufacturing processes.
Fucking Intel, fucking AMD/Global Foundries, fucking IBM, fucking Samsung & Hynix, fucking japanese semis all LOST against them.
Both Intel and AMD are forced to use taiwan bugmens foundries to make competitive CPUs, despite that both of those giga corps have own foundries that their poured countless billions into (AMD still holds majority stake at GloFo).

Last time companies tried to manufacture same chip at multiple foundries - like taiwan+GloFo, or taiwan+Samsung, the exactly same chips from the later came out with 20-30% higher power draw and 20%+ lower max possible speed clocks.
Do you think people would care about their shitty island and semi foundry to do business with them if their chips quality was worse?

>>511374531
Europe having no meaningful high-tech company is a feature, not a bug.
Heck, even barely significant companies like Skype got quickly boughted by the US to be made a part of glowniggers operations, with the blessing of traitorous european politicians.

>>511386880
So? There will still be chips needed in 10 years.

>>511373754
they are not

>>511373698 (OP)
NVIDIA deserve their success. ATI shouldn't have hired pajeets to make their drivers. NVIDIA put millions into research that might have never panned out. Few companies do that.

>>511411828
Chip semifoundries are extremely power and water usage intensive. Good fucking luck getting both at low prices in EU.
On top of having to deal with all the retarded "green" regulations. Intel recently canceled their fab construction in Germany DESPITE being offered billions of dotations from the govt.
They don't want to build shit here even if you offer them free money to do it.

It's pretty stupid honestly. Generative AI has yet to make any money at all.

>>511373698 (OP)
ai is the only reason why theyre at the top

though, with this report about people experiencing psychosis will eventually drop them down

>>511394257
>the criticism for GDP is that's it's essentially fake money that government prints out
Lmao fucking no. GDP is an estimation of the economy based on money moving around. The problem is it never asked if anything was actually achieved with that money.

>>511373698 (OP)
based ai overlord

>>511374531
About 4-5% of global chip foundry capacity is in Europe, mostly for making less-advanced chips

Europe has a big role in other parts of the chip supply chain, for example in lithography machines (ASML & many of its suppliers are in Europe) and also in chip designs (ARM is based in the UK)

>>511373698 (OP)
nvidia produces chips for nerds to play videogames. Germany produces every single machine you use in your life. Without nvidia the world would continue existing as if nothing happened but without german industry the entire globe would get back to the stone age

>>511373698 (OP)
Investors think that AI is be the Next Big Thing (TM) and that Nvidia is going to be a quasi-monopoly supplier of AI chips allowing them to extract huge profits

Personally I doubt that Nvidia's role will be as globally dominant as investors expect. Even if Nvidia can successfully hold domestic competitors like AMD at bay, there are still the Chinese. DeepSeek showed that the AI expertise of Chinese companies is not worse than that of American companies, and Chinese AI companies are for political reasons going to prefer Chinese AI chips to the extent they are available. Chinese AI chip suppliers are going to greatly ramp up chip production over the next 5-10 years; China's semiconductor foundry sector is the fastest growing in the world. I also think China will do a better job ramping up electricity supply than the US will.

>>511373698 (OP)
anyone with access to 4nm chip production can replicate what nvidia is doing. Most big tech already have their own processors and ai chips. nvidia gpus need 500 watts because they take their worst chips and slap a 10 lbs heatsink on it and shovel it to consumers. Their datacenter chips barely need cooling at all.

>>511405003
this unironically