Nvidia was forcing companies to buy hardware they did not need to drive up production so Jensen could smuggle more gpus to china. If that all ends, most large data center projects are dead. There never was any demand for large data centers and they require billions if not trillions in grid upgrades that these companies were trying to get everyone else on the grid to pay for.
If we put a gpu in every home, no one has to spend money upgrading the grid. Take all those gpus and put them in a single data center, now you need a trillion dollars to fund grid upgrades and gain absolutely nothing.
The only thing these large data centers do is give a massive tech company the ability to use the hardware they are renting to you, to undermine you and front any work you are doing.
We should see hardware prices drop fast if nvidia is actually stopped from doing their criminal activities.
This is…. Massively underselling the actual demand for these GPUs. Even if you only include OpenAI and Anthropic, they would probably buy every single GPU, TPU, and XPU that TSMC, Samsung, and Intel could produce if they had sufficient money, land, and power. They’re all completely convinced by scaling and recursive self improvement (and they seem to be right)
Also, the demands of HPC computing requires these to be collocated and on a high bandwidth low latency network, so saying these DCs are equivalent to sticking a GPU in each house is simply wrong.
He is currently a landmine and any publicly traded company taking on that risk would be a violation of fiduciary duty.
This guy fucked up big time possibly committing multiple felonies. You'd have to be stupid if you wanted to take on any government contracts having him in your business.
To be fair, having the CFO be an interim CEO is quite common practice since they’re ostensibly there to keep the lights on for a short period of time (hopefully)
OTOH if Jensen doesn't make a comeback it's hard to see nVidia keeping their momentum at all, which is likely to be the entire point.
If we put a gpu in every home, no one has to spend money upgrading the grid. Take all those gpus and put them in a single data center, now you need a trillion dollars to fund grid upgrades and gain absolutely nothing.
The only thing these large data centers do is give a massive tech company the ability to use the hardware they are renting to you, to undermine you and front any work you are doing.
We should see hardware prices drop fast if nvidia is actually stopped from doing their criminal activities.
Also, the demands of HPC computing requires these to be collocated and on a high bandwidth low latency network, so saying these DCs are equivalent to sticking a GPU in each house is simply wrong.
>There never was any demand for large data centers and they
You are making things up as if Datacenter is only about GPUs. Go and ask Intel and AMD on how they are coping with demands.
OK, let's stick to the subject and not engage in absolute delusion.
And a handful of them will be worth $1B or more.
He is currently a landmine and any publicly traded company taking on that risk would be a violation of fiduciary duty.
This guy fucked up big time possibly committing multiple felonies. You'd have to be stupid if you wanted to take on any government contracts having him in your business.