It’s often forgotten now, but just a few years NVidia was cancelled production batches and writing down inventory when the GPU shortage cleared. No one needed m

It’s often forgotten now, but just a few years NVidia was cancelled production batches and writing down inventory when the GPU shortage cleared. No one needed more GPUs. It also happens to be when Meta first announced they were going to increase CapEx spending on compute. I’m guessing that Meta got a sweetheart deal to help take a lot of inventory for NVidia and make commitments for future purchases.