"Yeah, I think there's a tendency to underestimate how much demand is still gated behind cost constraints. The market for this is HUGE." This is just hyperbolic nonsense. There is a desire from a certain group of people…
"The problem isn't demand it's, "how much people are willing to spend on it". Lol its not even that - its what can I do with it? Which eventually has to show up somehow in the financials - from a macroeconomic stand…
Wrong framing. Nvidia is investing - it is using its shareholder's cash under the assumption it will create value for them.
"Yeah, I think there's a tendency to underestimate how much demand is still gated behind cost constraints. The market for this is HUGE." This is just hyperbolic nonsense. There is a desire from a certain group of people…
"The problem isn't demand it's, "how much people are willing to spend on it". Lol its not even that - its what can I do with it? Which eventually has to show up somehow in the financials - from a macroeconomic stand…
Wrong framing. Nvidia is investing - it is using its shareholder's cash under the assumption it will create value for them.