The beginning of the end of NVIDIA? And nobody is paying attention.

[Xebec]

You can open the WSJ.con article with a browser's private tab.

Sadly, Nvidia has done this sort of thing for a long time. Just like Intel in the past, or TSMC with its "inner circle" (use other foundries and... you're less special now).

There are a lot of documented cases of Nvidia playing allocation games with OEMs when they were a gaming GPU company.

 

[soAsian]

Sadly, Nvidia has done this sort of thing for a long time. Just like Intel in the past, or TSMC with its "inner circle" (use other foundries and... you're less special now).

There are a lot of documented cases of Nvidia playing allocation games with OEMs when they were a gaming GPU company.

i'm not saying you are wrong but these neo-cloud operator like CoreWeave used to run crypto data center then pivot to AI. these kind of company basically just follow whatever is hot right now. they tied themselves to Nvidia.

 

[Barnsley]

Tell me you're American without telling me you're American.

(I'm American - but the Europeans would answer the first home PCs came with cassette players ).

Yeh we had cassette players to load stuff.

Surely the US had Commodores with cassette players did they not?