Nvidia is now worth $102M per employee
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Nvidia is now worth $102M per employee
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Re: Nvidia is now worth $102M per employee
#2Every employee at NVDA is basically worth more to the financial markets than any Series A startup lol
Re: Nvidia is now worth $102M per employee
#3Brilliant. Thanks for posting. Actually quite a good metric for thinking about valuation, ie it’s 5x what it should be right now.
Re: Nvidia is now worth $102M per employee
#4TSMC apparently doesn’t charge nearly enough for their services.
Re: Nvidia is now worth $102M per employee
#5Believe it or not, elite universities are reaching similar heights. MIT is at roughly $20M endowment per faculty member.
All caveats apply. 20≠100, employees might include staff and grad students, etc.
Still, I would never advise anyone to donate to any institution like this.
Re: Nvidia is now worth $102M per employee
#6Brilliant. Thanks for posting. Actually quite a good metric for thinking about valuation, ie it’s 5x what it should be right now.
I think about it the other way. Businesses with high $/revenue per employee, high margin, etc. tend to be fundamentally better managed and more robust.
I'm not claiming that applies to Nvidia either way specifically, but it's a good sign in the generic:
1. They're efficient.
2. They've avoided the curse of overhiring (hi, Google!)
3. They can stay afloat even if business drops a lot.
Re: Nvidia is now worth $102M per employee
#7TSMC apparently doesn’t charge nearly enough for their services.
TSMC can charge as much as the market will bear. Nvidia already moved their production once to Samsung for the 3000 series GPUs just to call TSMCs bluff.
TSMC are the best in town, but they're also not the only game in town. Pretty sure Intel and Samsung are constantly tempting Nvidia with good offers, which Nvidia can use as leverage in negotiations to keep TSMC prices in check.
Re: Nvidia is now worth $102M per employee
#8[deleted]
Re: Nvidia is now worth $102M per employee
#9TSMC apparently doesn’t charge nearly enough for their services.
I've wondered this for awhile.
Theres a very recent comment from the CEO stating something similar... But historically it's seemed they've allowed their customers to take most of the margin.
They should have a lot of leverage being on the most advanced node, but doesn't seem they use it.
Likely a cultural thing, but if somebody has more insight would be curious
Re: Nvidia is now worth $102M per employee
#10TSMC apparently doesn’t charge nearly enough for their services.
TSMC can charge as much as the market will bear. Nvidia already moved their production once to Samsung for the 3000 series GPUs just to call TSMCs bluff. TSMC are the best in town, but they're also not the only game in town. Pretty sure Intel and Samsung are constantly tempting Nvidia with good offers, which Nvidia can use as leverage in negotiations to keep TSMC prices in check.
Fascinating, for whatever reasons, I thought they were years ahead, and Nvidia’s (and apple) only option.
Thanks!