New details reveal that former NVIDIA CEO Jensen Huang used circular financing to fund AI startups and absorb excess TSMC wafers and memory rather than letting GPU prices drop
What do you mean? As this part interested me the most. Not just NVidea’s market manipulation but the reality that the shortage was actually a glut. I dont think many analysts seen the latter coming and that could have huge implications across the industry.
The Dot Com bubble wasnt due to new websites going under. It was the massive over supply of equipment that did not meet actual demand.
I’m agreeing with the comment above, these things that the wccf article mentions aren’t present in the article they cite as source. So either they’re making it up or they linked the wrong source
uh, the referenced wsj article doesn’t really talk about this strategy at all. there’s at anecdote about soup, that’s basically it.
Not a single mention of tsmc or silicon excess at all. Wccf writing fanfiction? Wrong source?
What do you mean? As this part interested me the most. Not just NVidea’s market manipulation but the reality that the shortage was actually a glut. I dont think many analysts seen the latter coming and that could have huge implications across the industry.
The Dot Com bubble wasnt due to new websites going under. It was the massive over supply of equipment that did not meet actual demand.
I’m agreeing with the comment above, these things that the wccf article mentions aren’t present in the article they cite as source. So either they’re making it up or they linked the wrong source