Re:The AI boom is causing shortages everywhere else
by suhputt on Saturday February 07, 2026 @07:35PM
(#46929980)
investment is not revenue tho... this is equivalent to nvidia buying its own chips...
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Re:The AI boom is causing shortages everywhere else
by 9rx on Saturday February 07, 2026 @08:15PM
(#46930317)
It is equivalent under scrutiny, but casually looking the books and seeing Nvida making a sale to Nvida sticks out like a sore thumb a lot more than Nvida making a sale to OpenAI. The latter is much more likely to pass as revenue.