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hootz
2d ago
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So Nvidia is basically farming everyone else?
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SXX
2d ago
Other hardware manufacturers also wastly more profitable - RAM, SSD, HDD and literally everyone in datacenter supply chain.
dawnerd
2d ago
It goes back to the whole, you don't make money mining gold, you make money selling shovels. Nvidia has been playing every tech hype cycle recently. Question is, what will be next.
port11
2d ago
Not bad wealth redistribution, Big Tech had tons to spend! Red bar go brrrrr.
keyle
2d ago
It's historically called: selling buckets and shovels during a gold rush.
The only way to get consistently rich in any bubble economy.
frm88
2d ago
Yes and shovelling the money around in yet another circle:
https://www.youtube.com/watch?v=xUbJDrL6ZfM
,
bandrami
2d ago
Them and Broadcom
somat
2d ago
It's the parable about how in a gold rush you want to be the guy selling shovels.
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