Their “investments” in their largest customers are showing up as sales volume when they’re essentially giving products away. This coming year has four major companies coming to market with deadly serious competition, and the magic money investment in AI scams is drying up very quickly. So, if I was nvidia, doing what Jensen has been up to with the CEO-to-CEO customer meetings to arrange delivery timelines, and royally screwing over his most reliable channel partners, I’d hope with everything I have that the customers I have keep buying needlessly so the bubble never bursts.
Why do you think Nvidia is in trouble?
Their “investments” in their largest customers are showing up as sales volume when they’re essentially giving products away. This coming year has four major companies coming to market with deadly serious competition, and the magic money investment in AI scams is drying up very quickly. So, if I was nvidia, doing what Jensen has been up to with the CEO-to-CEO customer meetings to arrange delivery timelines, and royally screwing over his most reliable channel partners, I’d hope with everything I have that the customers I have keep buying needlessly so the bubble never bursts.
Is this speculation or do you have proof they are giving products away to inflate a bubble?
There’s several write-ups covering it all.
Which one would you suggest to review?