Episode 17｜Every Day, Break Up One Company: NVIDIA
NVIDIA brings in $897 million every day.
But out of every 100 yuan in revenue, 54 yuan comes from just three customers—and these customers are making chips themselves.
Its moat is the software-and-hardware ecosystem that keeps 7.5 million developers from leaving; its weak point is that the buyer list is getting shorter.
What do you think: can customers’ in-house chip development ultimately bypass NVIDIA?
#NVIDIA #ArtificialIntelligence #AIChip #Semiconductors #每天拆碎一家公司
NVIDIA brings in $897 million every day.
But out of every 100 yuan in revenue, 54 yuan comes from just three customers—and these customers are making chips themselves.
Its moat is the software-and-hardware ecosystem that keeps 7.5 million developers from leaving; its weak point is that the buyer list is getting shorter.
What do you think: can customers’ in-house chip development ultimately bypass NVIDIA?
#NVIDIA #ArtificialIntelligence #AIChip #Semiconductors #每天拆碎一家公司