4 ms·

And Nvidia.

• jsheard 11mo ago
  And TSMC (and ASML). It's shovels all the way down.
  • jetbalsa 11mo ago
    I bet the nerds making the PCBs, the jellybean parts and connectors are making mint as well.
  • re-thc 11mo ago
    Those 2 are close to monopolies anyway. Wouldn't matter either way.
• okokwhatever 11mo ago
  Stock price does not say the same :'(
  • pvdebbe 11mo ago
    Oh, you think it's undervalued?
    • re-thc 11mo ago
      If you believe the US government will reopen the door to China sales, then yes. Highly rumored to be a thing soon.
      • okokwhatever 11mo ago
        Source?
  • PunchyHamster 11mo ago
    can't just make a new fab in a year and capitalise on spike, and most big investors in it know it.
    • re-thc 11mo ago
      They "can". It happened during COVID and they got trapped by it so they're not taking the bite anymore.
• re-thc 11mo ago
  Nvidia just got hit by Broadcom / Google on TPUs. There's also AMD behind its back. Not so simple.
  • bigyabai 11mo ago
    If Google and AMD are the biggest threats to CUDA's monopoly, I'd argue Nvidia has nothing to worry about.