New details reveal that former NVIDIA CEO Jensen Huang used circular financing to fund AI startups and absorb excess TSMC wafers and memory rather than letting GPU prices drop
Nvidia manipulated prices so much, big tech abandoned the ship: Huang privately admitted that major cloud giants were pivoting away from NVIDIA in favor of in-house custom chips. With hyperscalers actively reducing their reliance on “off-the-shelf parts,”
How far off do you think jalapeno is? And how soon do you think they can get tsmc capacity?
However you feel about the company and it’s failed ethics, Nvidia have the technological moat not just because of software support with CUDA, but because they could command the fabrication time that will serve as the ultimate bottleneck.
I predict the entire industry is going to face a fairly moderate to long decline.
I sure hope it’s enough to kill all four of the big players making their frontier models.
That pivot would probably take a decade to happen though. It would be a major long-term issue for nVidia if it was successful, but it wouldn’t be something that would happen quickly.
Nvidia manipulated prices so much, big tech abandoned the ship: Huang privately admitted that major cloud giants were pivoting away from NVIDIA in favor of in-house custom chips. With hyperscalers actively reducing their reliance on “off-the-shelf parts,”
How far off do you think jalapeno is? And how soon do you think they can get tsmc capacity?
However you feel about the company and it’s failed ethics, Nvidia have the technological moat not just because of software support with CUDA, but because they could command the fabrication time that will serve as the ultimate bottleneck.
I predict the entire industry is going to face a fairly moderate to long decline.
I sure hope it’s enough to kill all four of the big players making their frontier models.
That pivot would probably take a decade to happen though. It would be a major long-term issue for nVidia if it was successful, but it wouldn’t be something that would happen quickly.
Prices rise slowly but drop fast