A look at Nvidia's issues, including crypto mining demand collapsing and GPUs flooding second-hand markets, and opportunities, including gaming and data centers
Nvidia In the Valley Nvidia is in the valley in terms of gaming, the data center, and the omniverse; if it makes it to future heights its margins will be well-earned. https://stratechery.com/...
“In other words, Nvidia has earned the right to be hated by taking the exact sort of risks in the past it is embarking on now.” 🏔️ - @benthompson https://stratechery.com/...
Ben @benthompson also astutely calls out AMD's manufacturing cost advantage over Nvidia this upcoming cycle with its chiplets design https://t.co/C84ln7biPw