I’m almost completely certain that Huang doesn’t give a fuck, considering their datacenter-oriented sales are just printing money at this point.
Except there is no actual money, just equity being moved about.
I know - the blatant round-tripping is utterly fucking insane, considering how much that tactic contributed to the .com bubble as well as 2008.
Also, fantastic visual representation of the situation lmao
yes, it’s incredible because not only it’s a round trip of the same money, it requires each participant in the chain to pull 3 miracles in perfect order…
It works because it somehow convinces some investors, and then others are just speculating on how long the equity spin cycle will keep going.
It’s like a game of hot potato but the potatoe gets hotter with each pass.
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People will buy the top performing products. Not a surprise at all.
Nvidia won’t recover from this…AMD is going to sweep the market, which will mean games are built to be AMD first
It takes decades to recover from a misplay like this. They just handed over the market on a silver platter, the fuck you to gamers barely even matters
You mean the same AMD that just announced a deal where they’re devoting 20% of their CPU AND GPU production to Meta AI?
Yeah, they aren’t going to be doing crap for gamers either.
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Like dogs begging for a treat…
The “record sales overall” appears to include gaming GPUs too, so it may be a little early to say anything based on this.
Nvidia’s gaming division is still doing numbers, with its $3.7 billion earned this quarter up 47% from a year ago
I’m not big in finance but this sounds massive.
Create shortage, crank prices, profit!
peak monopoly behaviour that should concern us all.
At least for gaming, given that we have AMD (and now to a little degree Intel), it’s not really a monopoly. We do not depend on Nvidia. Unless we talk about the highest end off course, but that is not what the majority of players would buy anyway. Nvidia has a monopoly situation on the Ai datacenters, yes, but not on the gaming GPU side.
It depends on how rigorously you define monopoly, because in a less literal sense, they sure do exert a lot of control over the companies that build their hardware, and dictate the standards for their competitors (“What’s the difference between an AMD GPU and an Nvidia one? About $50.”)
Related: Nvidia is facing an antitrust probe from US regulators amid competitor complaints, report says
Massive to the point where normally every single investor should question it’s legitimacy.
with its $3.7 billion earned this quarter
So that’s what…7 flagship GPUs?
Getting pretty concerned at the seemingly intentional discourses that suggest ownership of PC hardware is an unnecessary cost to cut in the profitability of consumer computing.
