Well Nvidia’s the one laughing to the bank here; they’ve offloaded their GPUs for cash and stakes, and Microsoft/OpenAI/‘AI’ providers are the ones holding the bag (and GPUs).
Picks and shovels. The profiteers of the gold rush were the suppliers… I mean, Nvidia wants the grift to keep going, of course, but still.
I mean, their stock price will take a hit. But realistically, that is not necessarily bad for Nvidia as a company, as long as they are ready for the burst and don’t over extend.
Their stock will tank, but financially? They will be fine. They’ll go back to a more sane baseline market with an absolute mountain of cash and disturbing market share to show for it.
Well Nvidia’s the one laughing to the bank here; they’ve offloaded their GPUs for cash and stakes, and Microsoft/OpenAI/‘AI’ providers are the ones holding the bag (and GPUs).
Picks and shovels. The profiteers of the gold rush were the suppliers… I mean, Nvidia wants the grift to keep going, of course, but still.
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I mean, their stock price will take a hit. But realistically, that is not necessarily bad for Nvidia as a company, as long as they are ready for the burst and don’t over extend.
Yeah, exactly.
Their stock will tank, but financially? They will be fine. They’ll go back to a more sane baseline market with an absolute mountain of cash and disturbing market share to show for it.
Seriously. NVDA and AMD are the only ones who are going to profit from this. And the CEOs, of course.
Their golden parachutes are locked and ready.
FYI
Nvidia’s CEO, Jensen Huang, and AMD’s CEO, Lisa Su, are first cousins once removed.
Cool?
most of those sales on credit actually
So if the buyers default, nvidia is holding the bag.