Las year NVDA started the AI boom. Jensee came out etoling the virtues of his new AI chip He said it was in short supply, alluding to the possiblity that everybody might not get what they order due to a shortage. Now he introduces this brand new chip already? he new a much better one was coming shortly but he mercilessly pumped the old one.. Will buyers that are still waiting call up and cancel orders? Iwould? H
I'm sure they have already deployed plenty of resources to facilitate the adaption of these old chips? Can they afford to "retool". will they just fall further behind? Can they afford this manipulation? Did NVDA ever really plan on seeling all the orders hey had foor their own chips? I would like to see some inventory and production audits. (JMHO)
