An action plan seems imminent for the beleaguered chip giant.

They fucked around and found out. Whatever their cost cutting is will now make or break the company. If it’s GPUs, they will commit to clawing at their CPU share. If it’s CPUs (which sounds like the wildest plan), Nvidia might finally have to stop fucking around.

We’ll see, but it’s a very important decision and it will take them years to catch up to whatever they are committing to

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