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It is fun to imagine a future semiconductor supply glut in which Nvidia no longer has to charge an 85% markup on data centre GPUs to get demand down to the poin
by fancyfredbot 3y ago
It is fun to imagine a future semiconductor supply glut in which Nvidia no longer has to charge an 85% markup on data centre GPUs to get demand down to the point they can (barely) meet it with supply.
- datascienced 3y agoMore supply is going to create more demand of course, by unlocking more AI use cases.
- bogdan 3y agohttps://en.wikipedia.org/wiki/Jevons_paradox https://en.wikipedia.org/wiki/Jevons_paradox
- datascienced 3y agoIndustrial revolution is a fitting analogy too!
- osnium123 3y agoWould Intel survive if there is a glut? Their foundry unit reported a $7B loss this year.
- astrodust 3y agoWas it write-downs?