Nvidia is the central bank of AI
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Re: Nvidia is the central bank of AI
#2Archive: http://archive.today/kt50V
Re: Nvidia is the central bank of AI
#3This is a good headline and point.
Realistically, they're worse than a central bank, because they can't exactly expand supply monotonically like a normal central bank. Nor do they realistically control rates.
Re: Nvidia is the central bank of AI
#4And what is TSMC in this analogy?
Re: Nvidia is the central bank of AI
#5And what is TSMC in this analogy?
Idk… government bonds or something?
Re: Nvidia is the central bank of AI
#6And what is TSMC in this analogy?
do they lend money to their customers to buy their own chips?
Re: Nvidia is the central bank of AI
#7And what is TSMC in this analogy?
The currency press operator and manufacturer.
Re: Nvidia is the central bank of AI
#8And what is TSMC in this analogy?
What’s upstream of the central bank? …Congress?
Re: Nvidia is the central bank of AI
#9The Japanese economy and yen carry trade is a close second.Rising oul prices and reduced output due to the conflicts in the Middle East could filter through to increasing yields on Japanese debt. In turn, the yen interventions have to continue to keep it lower than 160, which seems to be the psychological barrier for the yen carry trade.
Re: Nvidia is the central bank of AI
#10And what is TSMC in this analogy?
A platform: aka the foundation under the bank.
The material cement that allows chips to exist above it.
And the platform is made of time: ours.