$NVIDIA (NVDA.US)$ The company you want to keep any eye on i...
$NVIDIA (NVDA.US)$ The company you want to keep any eye on is $SMIC (00981.HK)$. They make all the Huawei chips, which are said to be as competitive as H100...I have no idea. If they start making profits, it might be time to consider selling nvidia shares...
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LELT : Only Taiwan Semiconductor can made these advance GPU chips whilst SMCI nothing more than making the rake with not much barrier to entry. Stop confusing yourself and others.
151654992 OP LELT : Nah, that's completely untrue. We don't make Huawei chips here.
LELT : Go and google
151654992 OP LELT : We don't do that lmao. We don't do the new GPU for AI. We used to make Huawei chips for other applications.
151654992 OP LELT : I can't tell you anything more, sorry about that.