32
This is the critical detail that could unravel the AI trade: Nobody is paying for it.
(www.morningstar.com)
this post was submitted on 03 Sep 2025
32 points (100.0% liked)
Technology
1232 readers
77 users here now
A tech news sub for communists
founded 3 years ago
MODERATORS
you are viewing a single comment's thread
view the rest of the comments
view the rest of the comments
NVIDIA is following the old adage of "During a gold rush, the one who really gets rich is the one selling the shovels"
That's basically been their business model. Of course once the bubble pops that's going to be a problem for them as well, especially given that China is starting to phase them out too.