Re:NVIDIA Announces CEO Transition
by zanderwohl on Thursday November 12, 2026 @12:11PM
(#50470651)
Because Nvidia is personally investing in a huge amount of those customers, enabling the hyperscaling. If half of the circle breaks, the other half does too.
> If half of the circle breaks, the other half does too.
If the good Lord's willing and the creek don't rise.
Re:NVIDIA Announces CEO Transition
by keybrd-intrrpt on Thursday November 12, 2026 @03:53PM
(#50474115)
And those customers still have the demand to keep wanting more.
Contrary to the AI-bubble-doomsayers - most hyperscalers and neoclouds seem to be at capacity for current demand and even have already booked future demand.
The demand for high-ram consumption applications is higher than ever and rising. That demand is not created by nvidia, but nvidia's customers. nvidia's customers are buying nvidia parts built with other's ram because they have customers renting the compute.
Whoever nvidia is buying ram from will simply sell to the next highest bidder, and the ram will still be sold out through the coming years.