This article takes a bunch of time to really just say nothing. Like of course if you ask non-techies what brands they can think of they’re going to rattle off Disney and Starbucks before Nvidia.

The average person doesn’t know Nvidia the same way they don’t know other hardware manufacturers down to the component, especially for datacenter scenarios. They’re not going to be able to list things that are driving forces in the tech industry, because it’s not anything they will be able to interact with day-to-day. The average person doesn’t run the LLM themselves. PC gamer knowledge is also pretty peripheral

As the most valued company during a gold rush, does it really matter how much the average person knows your name if all the people with the money already do? It’s not like my mother and my sister are going to be buying graphics cards to run LLMs any time soon. There’s clearly a clientele for this and it’s not the average person. The fact that they produce consumer equipment is literally not at all what’s giving them their new valuation.