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dchest • today at 8:08 AM • 2 replies • view on HN

They've been investing in CUDA and machine learning for a long time before the current wave of LLMs. It's absurd to say "right technology, right time" when they were the ones who helped develop it.


Replies

ElProlactin • today at 1:34 PM

The technology was built for 3D graphics and video game processing. The company was very smart to recognize the opportunity that AI presented when AI researchers realized that gaming GPUs could vastly outperform CPUs for their workloads, but this was a "happy accident", not something Nvidia actually predicted, planned for or initially pushed.

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i-chuks • today at 12:00 PM

Yes, but they placed a bet on the development of the tech and on the time it would be relevant which was a huge risk.