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Nah the lame thing is that Chinese and others can learn a ton from the dumps and the consumer benefits short/medium term but Nvidia margin to plow back into R&D
by gregw2 5y ago
Nah the lame thing is that Chinese and others can learn a ton from the dumps and the consumer benefits short/medium term but Nvidia margin to plow back into R&D is irreparably harmed and the consumer suffers. Top engineering talent at Nvidia takes bucks. Or that margin, after being cannabalized in 3-24 months takes a decade to rebuild.