New details reveal that former NVIDIA CEO Jensen Huang used circular financing to fund AI startups and absorb excess TSMC wafers and memory rather than letting GPU prices drop
The correction after the midterms did as much to expose these issues as the timing of the honey pot investigations. It was all an unsustainable house of cards (still is, the real correction has yet to begin).
Yea the new CEO (who was the CFO) doesn’t seem all on board with the strategy at all
It will be ultra ironic if Chinese espionage ultimately becomes the catalyst for correcting the engineered tech shortage for individual users.
The correction after the midterms did as much to expose these issues as the timing of the honey pot investigations. It was all an unsustainable house of cards (still is, the real correction has yet to begin).