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Demand could have plummeted for any reason and Nvidia would be sitting on hundred million dollar pallets.

The reality is that your gamble was just as much gambling as their gamble. You just happened to win.

was it not fairly obvious that all the big software companies were going to ramp up on training AI models? the writing was on the wall, some people just didnt read it.

If AMD had fixed their software, nvidia would have faced real competition with they launched the MI300X.

The point is those $44K cards have $500-1000 BOM.

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