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Imagine believing NVIDIA is simply a reseller of TSMC 😅
8.8. klo 02.12
There is no AI economy. It loses hundreds of billions of dollars and all gains are in speculative valuation.
The only one making a profit is Nvidia, and it doesn’t make anything. It resells Taiwanese chips to companies that use them to lose money.
Like how would you explain the fact that everyone is buying from NVIDIA rather than TSMC directly? Why not cut out the middle man?
Why would there not be other GPU dropshippers getting in on the action?
Incredible example of “politics is the mind killer”
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