Post

Premium: This is The Hater's Guide To NVIDIA: A 14k word guide to how NVIDIA makes its money, how millions of Blackwell GPUs have been sold with nowhere for them to be installed, and how NVIDIA's future relies on companies raising hundreds of billions in debt. www.wheresyoured.at/the-haters-g...

wheresyoured.atThe Hater's Guide To NVIDIAThis piece has a generous 3000+ word introduction, because I want as many people to understand NVIDIA as possible. The (thousands of) words after the premium break get into arduous detail, but I’ve wr...

Every year, NVIDIA makes a new GPU that's more power hungry (requiring even more power + data centers) and even more expensive, to the point that this company can no longer rely on customers cash flow. NVIDIA is fueled by private debt that must eventually run out. www.wheresyoured.at/the-haters-g...

10 reposts137 likes