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> Sun microsystems was mainly selling to startups, who could go bankrupt. Nvidia is selling to Oracle, Microsoft, Apple, Tesla, Xai and to some extent Google.
by ethbr1 1y ago
> Sun microsystems was mainly selling to startups, who could go bankrupt. Nvidia is selling to Oracle, Microsoft, Apple, Tesla, Xai and to some extent Google.
Excuse my ignorance, but who are Oracle, Microsoft, Apple, Tesla, Xai, Meta, and Google getting their revenue from?
- senko 1y agoOracle, Microsoft: Fortune 500, governments and big cos everywhere in the west. Apple: their loyal fanbase everywhere. Google, Meta: advertisers everywhere. Tesla, Xai: not sure, but definitely not just startups. Implying these will go under and therefore NVIDIA is in trouble is a stretch. Far more likely they wean off its hw and use inhouse, or OpenAI and Anthropic go under, or AMD catches up, or there is WW3.