Jensen Huang put it quite decently: "When Blackwell starts shipping in volume, you couldn't give Hoppers away."
All of the current GPU investments are gonna hit zero, and probably a lot faster than the companies buying them realise. Definitely a lot faster than the investors realise.
All of the current GPU investments are gonna hit zero, and probably a lot faster than the companies buying them realise. Definitely a lot faster than the investors realise.