Viewing profile — ef33d

"Yeah, I think there's a tendency to underestimate how much demand is still gated behind cost constraints. The market for this is HUGE." This is just hyperbolic nonsense. There is …

"The problem isn't demand it's, "how much people are willing to spend on it". Lol its not even that - its what can I do with it? Which eventually has to show up somehow in the fina…

Wrong framing. Nvidia is investing - it is using its shareholder's cash under the assumption it will create value for them.