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Well you figured wrong - NVDA AI GPUs are a very small % of global foundry supply, if even if volume tripled, they will still be a small % of global foundry sup
by xadhominemx 3y ago
Well you figured wrong - NVDA AI GPUs are a very small % of global foundry supply, if even if volume tripled, they will still be a small % of global foundry supply. NVDA’s revenue is high because their gross margins are extreme, not because their volume is high.