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14min chapter
Is NVIDIA like Sun from the Dot Com Bubble?
Oxide and Friends
NVIDIA vs. Sun Microsystems: A Comparison Across Technological Eras
The chapter delves into the contrasting market positions of NVIDIA and Sun Microsystems during the Dot Com Bubble era, examining how both companies were perceived despite technical differences. It draws parallels between the market dynamics of the past and the current AI industry, discussing the scarcity of NVIDIA cards and their dominant position in accelerated computing. The conversation touches on historical shifts in technology, including the transition from RISC to x86 architecture and Microsoft's changing market perception in the mid-90s.
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