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A comment on Nvidia Allegedly Engineered Scarcity by Funding AI Startups to Buy Its GPUs. Parent comment

Re:Nvidia Allegedly Engineered Scarcity by Funding AI Startu... by ozgrakkurt on Saturday November 14, 2026 @08:00AM (#50496690)
It doesn’t make sense anyway since those smaller companies will doomed against competition with the vertically integrated companies right?

So nvidia either has to lose by selling for cheap or by their customers going bankrupt?

[ Parent | on HN ]
Re:Nvidia Allegedly Engineered Scarcity by Funding AI Startu... by lizknope on Saturday November 14, 2026 @08:09AM (#50496742)
You are thinking long term.

I think Jensen was thinking shorter term and Kress the CFO was pushing back.

But if you ask me to predict what will happen, 70% of the AI startups will go bankrupt, 20% of them will get bought by bigger companies, 10% will succeed on their own. That's just my generic take on tech startups in general.

This article is 6 months old but basically Jensen is saying the US should keep selling chips to China so that we don't force them to design their own AI chips. That would be bad for Nvidia sales which is the same thing that is happening with US hyperscalers moving away from Nvidia.

https://www.tomshardware.com/tech-industry/nvidia-ceo-jensen...

[ Parent | on HN ]
Re:Nvidia Allegedly Engineered Scarcity by Funding AI Startu... by InsidiousWombat on Saturday November 14, 2026 @08:24AM (#50496826)
As long as the market keeps buying into the bubble they are safe.

And for them at worst I'd imagine they get their GPUs back and have to it sell on modest markup instead of 1000%+

[ Parent | on HN ]