cross-posted from: https://sopuli.xyz/post/9700996
Nvidia’s AI customers are scared to be seen courting other AI chipmakers for fear of retaliatory shipment delays, says rival firm
cross-posted from: https://sopuli.xyz/post/9700996
Nvidia’s AI customers are scared to be seen courting other AI chipmakers for fear of retaliatory shipment delays, says rival firm
Margins wouldn’t change. GPUs are brand sellers, OEMs would try to make their margins on other products. E.g. if Asus were to stop producing graphic cards for Nvidia, their mindshare would plummet
You are the one bringing up market share into the discussion. I haven’t said anything about Nvidia losing market share hurting US interests
You’re acting as if they’re the only actor in the market, but there is competition from multiple sides. You don’t dismantle a company purely on them having a dominant position.