4 ms·
I’m not seeing how it impacts their sales too much as people will still need to buy GPUs either the original Blackwell or the reworked version.
by m3kw9 2y ago
I’m not seeing how it impacts their sales too much as people will still need to buy GPUs either the original Blackwell or the reworked version.
- kortilla 2y agoYeah, if there is a knee jerk reaction down it’s probably a good buying opportunity. IIUC they are backlogged on both existing and next gen
- nothercastle 2y agoIf the plants are down for retool they aren’t making either one so that would be a problem. Also if yields are poor due to mfg issues and complexity of the Blackwell architecture that will directly go to profits.