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I feel like they’re not going to want to go into direct competition with their most valuable customers.
by brokencode 2y ago
I feel like they’re not going to want to go into direct competition with their most valuable customers.
- whimsicalism 2y agotheir most valuable customer is cloud providers and they’re already taking big stakes and picking winners
- entangledqubit 2y agoHaven't most of the most valuable customers already started rolling their own Nvidia hardware replacements?
- seabrookmx 2y agoHedging maybe. But there's no real competition currently.