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Before Resigning, Jensen Huang Admitted He Was Facing an “Avalanche” of Excess Wafers and Memory, New Report Sheds More Light on the GPU & RAM Crisis (respawnfirst.com)
submitted 1 day ago by to c/technology@lemmy.world
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[–] 4 points 1 day ago (1 child)

The companies switching to in-house chips will still need other companies to do the manufacturing. If Nvidia cut its reserved production capacity it would just go to those other companies. Demand for Nvidia's data center stuff is down, but that doesn't necessarily mean demand for data center stuff is down overall.

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  • [–] 2 points 1 day ago

    No not automatically it doesn't, in house could increase equally to the decline of Nvidia.
    But in practice I think it does a lot, because in house will be built on way more efficient models. And Nvidia is at the center of a huge circular financial scheme mostly off the books, that is driving the AI bubble. If the AI bubble bursts, demand will most definitely plummet.

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