zlacker
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1. broken+(OP)
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2024-05-15 01:27:44
I feel like they’re not going to want to go into direct competition with their most valuable customers.
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>>whimsi+d2
>>entang+z3
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2. whimsi+d2
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2024-05-15 01:50:45
>>broken+(OP)
their most valuable customer is cloud providers and they’re already taking big stakes and picking winners
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3. entang+z3
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2024-05-15 02:05:27
>>broken+(OP)
Haven't most of the most valuable customers already started rolling their own Nvidia hardware replacements?
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>>seabro+Ga
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4. seabro+Ga
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2024-05-15 03:27:01
>>entang+z3
Hedging maybe. But there's no real competition currently.
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