NVIDIA Free Cash Flow Massively Down. -53% for Twelve Months EndedSubmitted by FI_investor t3_119oue7 in wallstreetbets
That-Whereas3367 t1_j9p0yt2 wrote
Reply to comment by [deleted] in NVIDIA Free Cash Flow Massively Down. -53% for Twelve Months Ended by FI_investor
The major cloud providers have huge excess capacity of GPUs sitting idle.
The GPU upgrade cycle is ~10 years (The 2012 Kepler series has recently been deprecated) .
TPUs give an order of magnitude better price performance than GPUs for AI.
Anybody expecting a rush of purchases is deluded.
GfyNut t1_j9peiw4 wrote
This this this
SpaceballsTheCritic t1_j9pkv02 wrote
You do know Nvidia makes TPUs as well
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