$20 a month does not warrant NVidias 3 trillion dollar valuation though. | Hacker News

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Jensson on Jan 28, 2025 | parent | context | favorite | on: Nvidia’s $589B DeepSeek rout

$20 a month does not warrant NVidias 3 trillion dollar valuation though.

michaelscott on Jan 28, 2025 [–]

NVidia's not selling LLM subscriptions, they're selling shovels in the goldrush. I don't think 3 trillion is a reasonable valuation either, but NVidia's applications extend way beyond consumer and they've effectively become the chokepoint for any application of AI

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