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Nvidia won, we all lost

(blog.sebin-nyshkim.net)
981 points todsacerdoti | 1 comments | | HN request time: 0.231s | source
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snitty ◴[] No.44468837[source]
NVIDIA is, and will be for at least the next year or two, supply constrained. They only have so much capacity at TSMC for all the chips, and the lion's share of that is going to be going enterprise chips, which sell for an order of magnitude more than the consumer chips.

It's hard to get too offended by them shirking the consumer marker right now when they're printing money with their enterprise business.

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1. msgodel ◴[] No.44469278[source]
I was under the impression that a ton of their sales growth last quarter was actually from consumers. DC sales growth was way lower than I expected.