No, biz relationship wise, NVDA supply to SMCI/HP/Dell

來源: 三心三意 於 2024-11-13 12:42:50 [] [舊帖] [給我悄悄話] 閱讀數 : (180 bytes)
回答: 三心老師 看看這個 NVDA AI SPIDER Web 由 NewLeaf2021 於 2024-11-13 11:27:39

When we say supply constrants, we are talking about the parts NVDA has to buy and also the capacity TSM has to allocate. Not the OEMs where NVDA has to provide GPU to

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• got it. Thks! -NewLeaf2021- ♀ 給 NewLeaf2021 發送悄悄話 (0 bytes) () 11/13/2024 postreply 13:01:58

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