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.
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Hacker News Summary: Nearly half of Nvidia's revenue comes from four mystery whales each buying $3B+
Main Post Summary
Key Discussion Themes
1. Who are the "Whales"?
2. AI Bubble Concerns
3. Nvidia's Dominance
Notable Insights/Opinions
Controversial Points
Resources Shared
Community Consensus