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11 articles
📈 Markets & Finance
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1 Thing Broadcom Does Better Than Nvidia
Written by Lyle Daly for The Motley Fool -> Broadcom's chips are custom-built for each of its data center customers. Switching costs are higher for these cus…
📈 Markets & Finance
Michael Burry Just Called Nvidia’s SpaceX Chip Deal ‘Fugazi.’ Here’s Why It All Seems Wrong
Nvidia ( NVDA ) booked $5.4B in revenue from selling GB200 GPUs to Valor Compute Infrastructure, which then leased them to xAI, with Nvidia itself investing $1…
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