
Episode 27: Industry Cyclicality On Display in Big Semi Co. Earnings
The Circuit
00:00
The Future of GPUs
I think everybody is saying they want to find some alternative to Nvidia and I'll, Nvidia has 11 billion reasons to quarter why that's not taking place. Long term, this market will change. But it's going to take a long time, right? People are just discovering that they need AI and they got to figure out what to do with it. And then once they have that sorted out, then they'll start adapting their plans accordingly and, and buying, you know, other things.
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