leadership1 distinct publisher
Nvidia's $279bn of reserved capacity now sets the price of everyone else's compute
Forward supply and manufacturing commitments nearly tripled in six months to $279bn, which means Nvidia is buying memory and fabrication capacity years ahead of orders against its own forecast of what everyone else will spend.
Publishers:forbes.com
Reality
- Evidence44
- Adoption74
- Hype gap+27
- Incentives66