It's hard to get too offended by them shirking the consumer marker right now when they're printing money with their enterprise business.
It's hard to get too offended by them shirking the consumer marker right now when they're printing money with their enterprise business.
Nvidia could have said "we're prioritizing enterprise" but instead they put on a big horse and pony show about their consumer GPUs.
I really like the Gamer's Nexus paper launch shirt. ;)
- outbid Apple on new nodes
- sign commitments with TSMC to get the capacity in the pipeline
- absolutely own the process nodes they made cards on that are still selling way above retail
NVIDIA has been posting net earnings in the 60-90 range over the last few years. If you think that's going to continue? You book the fab capacity hell or high water. Apple doesn't make those margins (which is what on paper would determine who is in front for the next node).
These are the same question Apple Fans asking Apple to buy TSMC. The fact is isn't so simple. And even if Nvidia were willing to pay for it TSMC wouldn't do it just for Nvidia alone.
Big if, I I get that.