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Don’t celebrate too soon, he will be working with Elon by the end of next week.
“…and I get to keep the leather jacket.”
This isn’t the fall of the ai bubble. The shovel vendor struggling to get shovels isn’t a stop to the gold rush. It’s great news to spade and trowel merchants.
It matters a bit more if you’ve been paying for people to join the gold rush so that they buy your shovels:
Lol yeah right, wait til they notice the rest of the US economy operates the exact same way
The title of that video should really be NVIDIA’s Circular Financing is Over.
NVIDIA was very much the hub at the center of the wheel, and solid companies that actually had cash to spend like Amazon and Microsoft already have it tied up in data center build outs. They’re not going to be as incentivised to keep other players afloat like NVIDIA did, they’re more likely to try and eat the smaller fish to be the last one standing.
We’ll probably see some of those green lines on the above picture disappear, as we’ve already seen venture capital firms go belly up even before NVIDIA plummeted. Venture capital are the moving shells in the shell game that are our economy and they’re not going anywhere soon, but we’re going to see a few removed from the shuffle before this is all over.
I wish the worst for Deloitte and Blackrock in particular, I know Deloitte isn’t even private equity but they may as well be lmao
Considering AMD just said they’re a “Datacenter company first.” I’d say you’re correct: https://www.pcmag.com/news/good-luck-getting-a-cheap-gpu-amd-is-a-data-center-first-company-ceo-says
It’s not like Nvidia the company is going down because of this.
Considering the “affair” part is nothing but a distraction from the “Chinese spy helping Nvidia violate export restrictions” part, I’m not so sure.
The hardware went somewhere it wasn’t supposed to which means sales numbers to legitimate customers ie a gamer, were falsified. That much hardware doesn’t just go to the wrong place it’s def not supposed to go to for that long in that amount without a lot of false “paperwork” and eventually there will be fallout (what shape that is i couldn’t begin to guess).
If Trump wasn’t president, then there’s a small chance something would come of that. With the current situation, there is no chance.
This is gonna sound fucking insane but Jensen would honestly be an insanely good pick for the Republican presidential candidate in 2028.
You have idiots on the left who still think he’s cool, smart, and charismatic and you already know Republicans will literally vote for Hitler reincarnated so, especially if they think Zombie Hitler is actually a sex machine.
But are they going to be able to keep floating billions to struggling AI companies? NVIDIA’s shell game of pumping cash into anyone involved with AI is a part of the mess we’re in.
I can see Trump trying to nationalize it. He’s the one that was pushing hardest to oust Huang.
While also saying that Huang didn’t do anything wrong
