Zephyr
@zephyr_z9
AI & Chips | Not Investment Advice | DYOD
Joined August 2023
718 Following 141.9K Followers
And next year, the ASIC boys & AMD will be crying about supply chain capacity constraints
Btw, Nvidia locking tier 1 suppliers is great for tier 2 suppliers
You can love or hate the $nvda deals, up to you. But what's clear is they have mostly shifted in recent months away from simple 'ecosystem support' towards hard supply agreements. By doing so, he's literally telling you 1) that the shortages are getting worse (hence, him doing more of these deals) and 2) specifically where the various shortages are most severe. I don't think he could be any more transparent as to what is going on.
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