Comment on The air begins to leak out of the overinflated AI bubble
sugar_in_your_tea@sh.itjust.works 2 months agoI highly doubt that. If the AI bubble pops, they’ll probably be worth a lot less relative to other tech companies, but hardly bankrupt. They still have a very strong GPU business, they probably have an agreement with Nintendo on the next Switch (like they did with the OG Switch), and they could probably repurpose the AI tech in a lot of different ways, not to mention various other projects where they package GPUs into SOCs.
WoodScientist@lemmy.world 2 months ago
It really depends on how much they’ve invested in building AI chips.
sugar_in_your_tea@sh.itjust.works 2 months ago
Sure, but their deliveries have also been incredibly large. I’d be surprised if they haven’t already made enough from previous sales to cover all existing and near-term investments into AI. The scale of the build-out by big cloud firms like Amazon, Google, and Microsoft has been absolutely incredible, and Nvidia’s only constraint has been making enough of them to sell. So even if support completely evaporates, I think they’ll be completely fine.
Bitswap@lemmy.world 1 month ago
They don’t build the chips at all. They pay tsmc.