Great article. Loved this line: "If compute is the new oil, then Nvidia is not Exxon — it’s OPEC."
I do think it still remains to be seen how much countries can/will/try to push Nvidia around and vice versa. That is the most fascinating part of the story I'm looking forward to.
There’s really something going on around them because Huang is rooting for China too much. They have too many commitments that we probably don’t even know.
Either nefariously... or he's getting sucked into the "China's market is our TAM" blackhole that all other companies got sucked into over the past 20 years
Great article. Loved this line: "If compute is the new oil, then Nvidia is not Exxon — it’s OPEC."
I do think it still remains to be seen how much countries can/will/try to push Nvidia around and vice versa. That is the most fascinating part of the story I'm looking forward to.
There’s really something going on around them because Huang is rooting for China too much. They have too many commitments that we probably don’t even know.
That is for sure.
Either nefariously... or he's getting sucked into the "China's market is our TAM" blackhole that all other companies got sucked into over the past 20 years