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.
[ Parent
| on HN ]
> 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.