Acquired
Nvidia Part III: The Dawn of the AI Era (2022-2023)
Ben Gilbert
I hear margins. But let's be clear, you don't need to offer some sort of solution to get high margins if you're Nvidia. Price is set where supply meets demand, and they're adding as much supply as they possibly can right now. Like, believe me, for all sorts of reasons, Nvidia wants everyone who wants H100s to have H100s.
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