Incorrect Silicon: Nvidia Semi trailers stolen... Loaded with sand

Status
Not open for further replies.
Too bad, nvidia needs some poetic justice. Guess we have to wait until their circular, oops "virtuous cycle" financing scheme blows up.
 
M76 said:
Too bad, nvidia needs some poetic justice. Guess we have to wait until their circular, oops "virtuous cycle" financing scheme blows up.
Click to expand...
I think would be surprised how little of Nvidia latest quarter 96.2 billions revenues could be indirectly linked to one of their circular scheme...

Almost 50 billions came from the hyperscaler (microsoft-meta-google-amazon) that fully pay alone for their stuff, 40 billions were big enterprise or the Saudis type sovereign build-up.

5-10% are maybe from the neo-cloud and startup type, people see 2-3 billions investment or backing over a couple of years type of deal to help the hyperscaler competition from new/small player by Nvidia and still think it is a lot of money, Nvidia has an over 400 billions a year revenue pace.... they are Apple/Saudi Aramco now revenue wise, their revenue are similar to say Canada total federal expenditure.

The total neo-cloud industry is maybe less than 40 billions a year of Nvidia revenue and it is not 100% circular of course, those company make real revenues with impresive ebidta even if they still need help to pay those interest right now.
 
LukeTbk said:
I think would be surprised how little of Nvidia latest quarter 96.2 billions revenues could be indirectly linked to one of their circular scheme...
Click to expand...
The only thing I'm surprised about is that people still defend them. Of course not all of their revenue is directly financed by their schemes. But their schemes make the scarcity worse and drive up prices, which indirectly benefits all of their revenue. When the bubble goes pop their entire revenue will collapse to a fraction.
LukeTbk said:
Almost 50 billions came from the hyperscaler (microsoft-meta-google-amazon) that fully pay alone for their stuff, 40 billions were big enterprise or the Saudis type sovereign build-up.
Click to expand...
Which are part of the same bubble, if the game is up that revenue will dry up quicker than the ones they are backing themselves.
LukeTbk said:
5-10% are maybe from the neo-cloud and startup type, people see 2-3 billions investment or backing over a couple of years type of deal to help the hyperscaler competition from new/small player by Nvidia and still think it is a lot of money, Nvidia has an over 400 billions a year revenue pace.... they are Apple/Saudi Aramco now revenue wise, their revenue are similar to say Canada total federal expenditure.
Click to expand...
It's not 2-3 billion here and there, and you know it. Try 30 billion for starters.
LukeTbk said:
The total neo-cloud industry is maybe less than 40 billions a year of Nvidia revenue and it is not 100% circular of course, those company make real revenues with impresive ebidta even if they still need help to pay those interest right now.
Click to expand...
So impressive that nvidia can't even define what's the ROI on AI cloud buildout. And while enterprise customers are pumping the brakes on token spending.

At least half of already sold nvidia gpus sit in warehouses, or in cold and dark datacenters, possibly more. Nvidia is driving scarcity by scaring hyperscalers into buying everything now, whether they can plug it in or not.
 
I mean it was an an autonomous trucking company, if the thieves were smart they would know that they aren't in operation yet. But thieves going to thief I guess.
 
M76 said:
The only thing I'm surprised about is that people still defend them. Of course not all of their revenue is directly financed by their schemes. But their schemes make the scarcity worse and drive up prices, which indirectly benefits all of their revenue. When the bubble goes pop their entire revenue will collapse to a fraction.
Click to expand...
It's how you manipulate the market without any overt evidence you're manipulating the market.
 
M76 said:
Too bad, nvidia needs some poetic justice. Guess we have to wait until their circular, oops "virtuous cycle" financing scheme blows up.
Click to expand...
NEWS AT 11: Through a series of good business decisions and market knowledge Business A has increased their value! .. yuck, they must be evil and need their comeuppance!

You guys need to not be so riled. CAPITALISM BAD!

Not a wonder the world is so riddled with mental illness. You guys take every situation and think the negative about it.
 
Status
Not open for further replies.
Back
Top