This shit is gonna pop worst than the dot com bubble, isn't it?
>>106486526>rent back>its own chipsi'm no genius in regards to understanding the business world but is this like some kind of tax avoidance / minimization scam? i don't get it.
>>106486526>chump change>easy write off>shake out the cattleNo.
>>106486526Based and leatherjacketmanpilled
these aren't nvidia GPUs, they're Lambda GPUs! See! All above board here. Nvidia? An investor in Lambda ? Yes they are but I don't see what that has to do with anything. Lambda certainly isn't nvidia's puppet and is certainly not setting the expected price other customers will be expected to pay for their services.
>>106486537don't believe any fake news.even gamer retards know that nvidia only sells the chips to partners and those partners actually build a useable graphic card with that chip.
>>106486526I see leatherjacketman learned the huawei style cloud services incest shell game.
>>106486526Cope luddite.
>>106486526they probably don't want to "diversify" into cloud services where they would suddenly be seen as a competitor to most of their customersit's simply good business/optics
>>106486526I thought gpu and cpu chips were cheap as hell to manufacture and its all in the R&D, what's the point if this?
>>106486537>They get 1.5 billion in revenue from selling the cards>1.5 billion cost to rent the cards back.>Earnings report headline only has the revenue number in it.>A week later somebody notices the cost and writes an article that everybody ignores.
i didnt read the article, so was it coreweave? if it is, that means they just circling the profit back into their own.
Hey man, can i borrow that car i sold you the other day? I'll fill it up with gas for ya.
>>106487443semiconductors are the single most expensive endeavor humans have ever gone on, with no comparison.they are not cheap by any metric
>>106488665nvidia could just shit out more chips for themselves for 150k, not 1.5b
>>106486526those numbers are starting to mean nothing to me, the relativity to real things is getting lost.why not just rob silicon valley people? what are they going to do? close our gmail idrive? wait for some alexander karp to beat us up? they rob us, we rob them. right?like for real, the capitol was stormed and needs tanks now for that not to happen again. what does sv have? "fentanyl spraying drones"?! wtf r they smoking that they think they're safe?
>>106489285actually the drones have canisters of nerve gas, the fentanyl will be dumped out of actual planes
>>106487443>I thought gpu and cpu chips were cheap as hell to manufactureno, the material cost is low since its basically refined sand but it requires incredibly expensive specialized machines operated by skilled workers
>>106487211why's everyone becoming retarded and doesn't know who nvidia's customers are anymore?nvidia literally had to put in a note in their 10-q form next to customers because everyone forgot.
>>106489764>why's everyone becoming retarded and doesn't know who nvidia's customers are anymore?Gamers. The executives are gamers themselves, they're just noobs and you are annoying me.
>>106489337every mofos in socal carry narcan
>>106489778gamers are the only people that still know this. gamers aren't buying their graphic card from nvidia but some aib like asus.
>>106486537Think of it like Ford or GM paying trucking companies to use their trucks to make deliveries for them. Could Ford operate it's own logistical tucking operation? Sure. Is it cheaper to let someone else do it for them? Maybe to Likely.
>>106489807gamers?
>>106489836>gamers?Are you illiterate? The "Data Center" final boss is a gaymur as well. Do you get it now?
>>106486537>i'm no genius in regards to understanding the business worldLiterally deserve a promotion for not thinking about it, just let the accountants do their thing yo
>>106489836>>106489848>Are you illiterate? The "Data Center" final boss is a gaymur as well. Do you get it now?unironically this.this revenue breakdown is by 'markets' that nvidia pr freely invented.you need to actually read their 10-k and go by 'reportable segments' not their fantasy 'markets' which no one audits.
>>106489836being able to buy used graphics cards once it pops for cheap is going to be glorious.
>>106490070can't wait to get a zero warranty blower H100 for half price (10k usd) in questionable condition from a sketchy chinese ebay seller
>>106490078>blower h100doesn't exist
>>106489818It's only cheaper to hire an outside company to do something when you have to do it occasionally. If it's something that you're doing all the time it's almost always cheaper to run it in house. But modern companies fucking hate doing anything that isn't their "core business" in house. They'll gladly pay someone out the ass to do the same thing they could hire someone to do for less than half the cost.
>>106490137modern companies?car companies always outsourced everything to their suppliers which car companies then could blackball to take all the risk for hardly any profit.a car company basically makes the engine and bends the car body. the rest is outsourced.
>>106490156Of course everyone in something like car manufacturing outsources some parts to other companies. That's not what I'm talking about here tho. I'm talking about outsourcing IT departments, logistics, anything that isn't within the core business of the company.
>>106486526Transformers were a giant leap for AI, and it's replacing certain jobs, but it's absolutely not the revolution the markets are clearly treating it as so far.Compared to that, "Dot Com" was an actual revolution. So yeah, the bubble's burst is going to be worse. I have no idea when exactly it is going to burst, though.Considering the apparent unlimited supply of gullible retards in the Western world ("BLM", "LGBTQIA+", "FFF/LG"), it may take a while.
