For investors, employees, and the entire tech ecosystem, the question is not if one of the pillars of Nvidia's throne will one day be tested, but when.
Nvidia and its customers have built a rod for their own backs. They are strapped together, and to a runaway horse that they can’t escape without massive loss.
How many governments are strapped to them as well, I wonder?
Nvidia and its customers have built a rod for their own backs. They are strapped together, and to a runaway horse that they can’t escape without massive loss.
How many governments are strapped to them as well, I wonder?
This is not a failure-tolerant setup.