<story><title>Nvidia announces financial results for first quarter fiscal 2025</title><url>https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2025</url></story><parent_chain><item><author>allenrb</author><text>We all understand that this cannot and will not continue, right? One of two things happens:&lt;p&gt;1. The AI boom goes bust. Nvidia sales and&amp;#x2F;or margins crater. The stock craters with it.&lt;p&gt;2. The AI boom is the real deal. Companies aren’t stupid and won’t keep paying Nvidia these prices forever. Pretty soon hardware and software architectures are standardized enough that anyone who can get onboard with TSMC, Samsung, or Intel can churn out hardware optimized for the right few functions and sell for a faction of the price. Nvidia can still be an innovator but they won’t be able to sell “bread and butter” products at these prices. Sales and&amp;#x2F;or margins crater, as does the stock.</text></item></parent_chain><comment><author>MyFedora</author><text>NVIDIA got lucky that modern computer architecture happens to favor GPUs for AI workloads. They won&amp;#x27;t be able to milk it for long, but they for sure have the money to pivot. Question is whether they will put that money to good use or not.</text></comment>
<story><title>Nvidia announces financial results for first quarter fiscal 2025</title><url>https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2025</url></story><parent_chain><item><author>allenrb</author><text>We all understand that this cannot and will not continue, right? One of two things happens:&lt;p&gt;1. The AI boom goes bust. Nvidia sales and&amp;#x2F;or margins crater. The stock craters with it.&lt;p&gt;2. The AI boom is the real deal. Companies aren’t stupid and won’t keep paying Nvidia these prices forever. Pretty soon hardware and software architectures are standardized enough that anyone who can get onboard with TSMC, Samsung, or Intel can churn out hardware optimized for the right few functions and sell for a faction of the price. Nvidia can still be an innovator but they won’t be able to sell “bread and butter” products at these prices. Sales and&amp;#x2F;or margins crater, as does the stock.</text></item></parent_chain><comment><author>stocknoob</author><text>You know, you can make money with predictions if you have the conviction.</text></comment>