Nick Dorsey
@Midnight_Captl
Sf deals lead @computeexchange | Building @joule14 | AI & semi’s | girl dad | ex. Apple Global Sourcing
参加 September 2023
802 フォロー中 24.8K ファン
One week into my new role as a compute deals lead, I’ve already seen tons of buyers and sellers discussing, going back and forth, determining the market in real time
One things clear
Everyone wants NVIDIA gear. There is absolutely zero mention of anything else.
CUDA moat (or whatever the moat is now) is alive and well, and business is indeed booming
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