3 ms·
Isn't this more a case of supply and demand? Huge ramp on chip demand by every FAAMG, every dev and their grandmothers for AI with a mostly inelastic supply (fo
by BbzzbB 3y ago
Isn't this more a case of supply and demand? Huge ramp on chip demand by every FAAMG, every dev and their grandmothers for AI with a mostly inelastic supply (foundry constrained and very specialized atoms tech involved).
It's not like Intel and AMD don't exist, but if everyone is pushing each other at the door for Nvidia chips..
- jfoutz 3y agoAmazon, Alphabet, Meta. Who are the F and G, and where is apple?
- buzzerbetrayed 3y agoFacebook, Amazon, Apple, Microsoft, and Google
- SAI_Peregrinus 3y agoWhile I hate using the stupid "meta" name, MAGMA is a much more fun acronym than FAAMG, or GMFAA, or MAGAF, etc.
- aiisjustanif 3y agoMeta Apple Microsoft Alphabet Amazon MAMAA
- deleted 3y ago[deleted]
- BbzzbB 3y agoIt's cornier and yet still technically incorrect by not using Alphabet. And MAMAA is even cornier without putting in another vowel; arguably Nvidia's N but I feel like it doesn't quite belong. So I stand by my FAAMG, it sounds right, and everyone uses Facebook and Google rather than Meta and Alphabet anyway.
- BbzzbB 3y agoYou know, Meta and Alphabet which every one outside of their respective CEOs still call Facebook and Google. And by saying FAAMG instead of FAANG I make the statement that Cramer was high as a kite when he put Netflix in there instead of Microsoft. Today you might make a case for an N, but not at Microsoft's expense.