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Nvidia is not a venture capital outlet. They are a self-sustaining business with several high-margin customers that will buy out their whole product line faster
by bigyabai 10mo ago
Nvidia is not a venture capital outlet. They are a self-sustaining business with several high-margin customers that will buy out their whole product line faster than any iPhone or Mac.
From TSMC's perspective, Apple is the one that needs financial assistance. If they wanted the wafers more than Nvidia, they'd be paying more. But they don't.
- toasterlovin 10mo ago> several high-margin customers This is the "venture capital and hype" being referred to, not Nvidia themselves.
- apercu 10mo agoThanks. I didn't think my comment was super nuanced.
- bigyabai 10mo agoBut Nvidia has had high-profile industry partners for decades. Nintendo isn't "venture capital and hype" nor is PC gaming and HPC datacenter workloads. That line is purified cope.
- toasterlovin 10mo agoBut Nvidia wasn't able to compete with Apple for capacity on new process nodes with Nintendo volumes (the concept is laughable; compare Apple device unit volumes to game console unit volumes). What has changed in the semiconductor industry is overwhelming demand for AI focused GPUs, and that is paid for largely with speculative VC money (at this point, at least; AI companies are starting to figure out monetization).