3 ms·
This whole subthread is about the claim that Nvidia is at risk of a monopsony situation. I pointed out that while revenue has concentrated on a few customers po
by next_xibalba 1y ago
This whole subthread is about the claim that Nvidia is at risk of a monopsony situation. I pointed out that while revenue has concentrated on a few customers post-AI boom, margins have improved, suggesting Nvidia is nowhere near and not veering toward that risk. Revenue is exploding, as are margins.