Every quarter, I like to take a look at chipmaker Nvidia's (NVDA) latest earnings because it's such a bellwether company and stock. With a $4.5 trillion market cap, it's worth $500 billion more than the next most-valuable company in the world, Apple (AAPL). After the market close yesterday, Nvidia reported another strong quarter... Revenue soared […]
DRAM pricing is what it is because AI investment frenzy is so intense. Western/NVIDIA centered AI will be more expensive too, because they are chasing so hard all of the memory (mostly) and TSMC capacity. Hurting all other computer companies. They can extort US/western customers even harder, making AI either more expensive or losing more money for their customers, by diverting/dumping H200/memory supply to abundantly powered Chinese customers, to try and slow down Huawei sales.
Chinese models have significantly closed the frontier gap, while far exceeding the value proposition of LLM service, and a cost increase for US customers will make the gap worse, and require a Skynet program to bail out the too big to fail AI bubble.
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