this post was submitted on 23 Sep 2023
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Linux is a family of open source Unix-like operating systems based on the Linux kernel, an operating system kernel first released on September 17, 1991 by Linus Torvalds. Linux is typically packaged in a Linux distribution (or distro for short).
Distributions include the Linux kernel and supporting system software and libraries, many of which are provided by the GNU Project. Many Linux distributions use the word "Linux" in their name, but the Free Software Foundation uses the name GNU/Linux to emphasize the importance of GNU software, causing some controversy.
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Nvidia was worth $1,030,000,000,000 today, but still can't get their drivers in the kernel.
And it's not because Linux has 1% marketshare, because Nvidia still bends over backwards to get their drivers working on Linux for ML training
tbf that valuation is not really realistic IMO, the ps ratio (valuation divided by income) is 31 , when the average is about 2.4. Its probably overly enthusiastic nvidia customers paying that kind of price. if everybody decide they want to sell all their nvidia shares , $1,030,000,000,000 probably won't be the price.
If they do something , they need to have a business case for their shareholder saying it helps profits (stuff like pension funds and mutual funds, Jensen Huang the ceo and founder reportedly owns 3.6% so he can still get fired).
If they spent X money (say in term of engineering hours) they need to expect a profit of at least somewhere around 1.1x.
TL;DR buy AMD, or at least threaten them you won't buy nvidia.