AMD just jumped in for $100b to OpenAI. Sadly, the core consumers are not retail consumers, but datacenters and if you can't squeeze the chips in DCs, retail can't pick up the slack. Failing is likely to happen, mega-datacenters can't be built where the US infrastructure made in the 1950's can't support it. This all feels like last ditch effort hopium that the bubble won't pop.
zerosizedweasle•1h ago
If you do a dot plot on the Nvidia earnings vs what was expected, it's too perfect. The expectations move around, but you could plot a perfectly straight line through it. Nothing, not China, not tariffs added any natural variations.
dustbunny•29m ago
What does that imply?
zerosizedweasle•27m ago
Whenever a company is aligning their earnings and always beating them, you should ask questions. If you've ever read the book "Smartest guys in the Room" that's the biggest tell.
zerosizedweasle•1h ago