For my own sense of compartmentalizing, I've split my feed into two parts (and this is the new one). Over here, I focus on society, politics, and media. I miss the Obama years.
* Nvidia is not going to want to jump through a bunch of production hoops to make a weaker chip for china + be tariffed
* a likely scenario is the rise of Data Centers in.. Canada! Data Center planners need more predictability (construction costs, tariffs on needed hardware, etc)
* Nvidia is not going to want to jump through a bunch of production hoops to make a weaker chip for china + be tariffed
* a likely scenario is the rise of Data Centers in.. Canada! Data Center planners need more predictability (construction costs, tariffs on needed hardware, etc)
* they'll get more creative with financing offers
* what they are really focused on is getting people to pay for services, recurring revenue. Less margin on hardware is ok, if they can get people into their services ecosystem.
* they'll get more creative with financing offers
* what they are really focused on is getting people to pay for services, recurring revenue. Less margin on hardware is ok, if they can get people into their services ecosystem.
there will be lots of pain, everyone will have a headache, but we are out of aspirin – but wait, the aspirin factory will be ready in 4 years....
there will be lots of pain, everyone will have a headache, but we are out of aspirin – but wait, the aspirin factory will be ready in 4 years....
There could be a Game Show, where contestants play for a chance to slap one (or both!) of these two, as the audience chants: "Slap! That! Smillllle!!!"
There could be a Game Show, where contestants play for a chance to slap one (or both!) of these two, as the audience chants: "Slap! That! Smillllle!!!"