Premium: The Hater's Guide To Circular Financing (Part One)
Where's Your Ed At
Read the full articleNVIDIA's CEO Jensen Huang highlighted the company's dominance in semiconductor GPUs, especially for AI labs, despite customers struggling financially. NVIDIA plans to ship high-end GPUs Vera Rubin and Grace Blackwell, aiming for $1 trillion in sales by 2027, with price increases planned. Much of NVIDIA's revenue now comes from data center hardware, with significant financial interdependence between NVIDIA and its customers.
