Row 94637

Row ID: 94637 | Dataset Entry | Axioma AXP Content Repository

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This page contains data entry 94637 from the Axioma AXP content repository. The structured data below represents the complete record for this entry.

Indeed, data centers are not an end user. Nvidia is not selling to the end user. Like Foxconn don't either.

Whoever is buying NVDA AI GPUs for $100bn a year, needs to sell a service using them for $150bn+.

There needs to be a killer app or use case on the consumer or business side using the hardware... One that generates hundreds of billions in revenue.

Or its only a matter of time before they stop selling, because why would anyone buy AI GPUs unless it's a profitable business?

FieldValue
text Indeed, data centers are not an end user. Nvidia is not selling to the end user. Like Foxconn don't either. Whoever is buying NVDA AI GPUs for $100bn a year, needs to sell a service using them for $150bn+. There needs to be a killer app or use case on the consumer or business side using the hardware... One that generates hundreds of billions in revenue. Or its only a matter of time before they stop selling, because why would anyone buy AI GPUs unless it's a profitable business?
label r/wallstreetbets
dataType comment
communityName r/wallstreetbets
datetime 2024-05-25
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Raw Record

{
  "text": "Indeed, data centers are not an end user. Nvidia is not selling to the end user. Like Foxconn don't either.\n\nWhoever is buying NVDA AI GPUs for $100bn a year, needs to sell a service using them for $150bn+.\n\nThere needs to be a killer app or use case on the consumer or business side using the hardware... One that generates hundreds of billions in revenue.\n\nOr its only a matter of time before they stop selling, because why would anyone buy AI GPUs unless it's a profitable business?",
  "label": "r/wallstreetbets",
  "dataType": "comment",
  "communityName": "r/wallstreetbets",
  "datetime": "2024-05-25",
  "username_encoded": "Z0FBQUFBQm5Lak11Vko4MFVsRS0tLXhTQW1XRDBMSVR0ZnlGeDU2R0RXcHBtV1BET3Bxdzc0clRGWWp3RDRPeF9INjE0QXBMYXNXVkFQenZOdHhKbzBCdXQxcFVfVGVvUWc9PQ==",
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}
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