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Question is not only about unseating, but also correction. Nvidia can continue making money, but be valued at more sensible level. Or there might be some trigge
by Ekaros 2y ago
Question is not only about unseating, but also correction. Nvidia can continue making money, but be valued at more sensible level. Or there might be some trigger in scaling down manufacturing resulting the market cap dropping.
- talldayo 2y agoThis may be Nvidia's "reasonable value" though. They have longstanding Nintendo contracts, significant presence in the desktop market, and they currently own the datacenter with no end in sight. Nvidia is shipping their own CPU designs for server hosting and reportedly has plans to make desktop CPUs as well. If optimistic AI-bros keep paying hand-over-fist for good compute (and I suspect they will), Nvidia will profit from the industry's incompetence.