[mjburgess]

Yip, that's the explanation.

Making 11bn on a 19bn revenue is, prima fascie, evidence of a very uncompetitive market where this player has some extraordinary anti-competitive market power.

Hopefully competitors can take this boom and use it to bring this down.

I'm downvoted no doubt by double-thinkers who think 2x on the cost of a graphics card is a bad thing, and would prefer not to pay it.

nvidia in the rent-seeker position over all graphics compute is a terrible position to be in, for everyone but a handful of nvidia shareholders

[incrudible]

There is a hype going on now, the relevant player simply can not afford not to pay that premium. The opportunity cost is too big. As things consolidate, those margins will come down. First world problems.

[aunty_helen]

Cuda isn’t rent seeking bro. They developed a technology and people are willing to pay for it. It’s called innovation.

For them, this has been a 10+ year long bet that’s now paying off extraordinarily.

Check your privilege.

[mjburgess]

Sure, they created proprietary CPUs and invented a proprietary language to run on them; prevented as much open source or cross-platform work as possible; and cornered the AI market.

Now, they're extracting 50% of what people are paying in profit. Great!

And, what, you're their defender? I hope you have shares, or else, you've been hoodwinked.

In the "free" market, be assured, you're the loser not the winner. /We/ only win when there's sufficient competition, and clearly, there isnt.

It is not in your interest for an nvidia ransom to exist on all AI tech.