I am a bit confused at people looking at this negatively. If Nvidia believes AI demand is extraordinarily high, and that it requires a large capital outlay to serve that capital, isn't this what they should be doing?
I am a bit confused at people looking at this negatively. If Nvidia believes AI demand is extraordinarily high, and that it requires a large capital outlay to serve that capital, isn't this what they should be doing?
Except as time goes on, it becomes cheaper and hardware agnostic. Depreciation for these cards are 2-3 years, but the financing says 4-6. A lot of money is locked up into older, slower tech far longer than usual. Eventually that gets written off as customers can't buy the new stuff unless they do. You know, a pop.