orphea 2 days ago

And Nvidia.

Reply View 11 replies
  • jsheard 2 days ago

    And TSMC (and ASML).

    It's shovels all the way down.

    Reply View 2 replies
    • jetbalsa 2 days ago

      I bet the nerds making the PCBs, the jellybean parts and connectors are making mint as well.

      Reply View 0 replies
    • re-thc 2 days ago

      Those 2 are close to monopolies anyway. Wouldn't matter either way.

      Reply View 0 replies
  • okokwhatever 2 days ago

    Stock price does not say the same :'(

    Reply View 5 replies
    • pvdebbe 2 days ago

      Oh, you think it's undervalued?

      Reply View 2 replies
      • re-thc 2 days ago

        If you believe the US government will reopen the door to China sales, then yes. Highly rumored to be a thing soon.

        Reply View 1 reply
    • PunchyHamster 2 days ago

      can't just make a new fab in a year and capitalise on spike, and most big investors in it know it.

      Reply View 1 reply
      • re-thc 2 days ago

        They "can". It happened during COVID and they got trapped by it so they're not taking the bite anymore.

        Reply View 0 replies
  • re-thc 2 days ago

    Nvidia just got hit by Broadcom / Google on TPUs. There's also AMD behind its back. Not so simple.

    Reply View 1 reply
    • bigyabai 2 days ago

      If Google and AMD are the biggest threats to CUDA's monopoly, I'd argue Nvidia has nothing to worry about.

      Reply View 0 replies