Well, anthropic just purchased a million TPUs from Google because even with a healthy margin from Google, it's far more cost effective because of Nvidia's insan

Well, anthropic just purchased a million TPUs from Google because even with a healthy margin from Google, it's far more cost effective because of Nvidia's insane markup. That speaks for itself. Nvidia will not drop their margin because it will tank their stock price. it's half of the reason for all this circular financing - lowering their effective margin without lowering it on paper.