102514703 : Can't you see nvidia looking for a company to replace smci?
CEO of Apes : SMCI is NVDA’s 3rd biggest customer
Huang he : How did you figure it out?
688536019 : it’s amd not smci
溫馨提示 102514703 : Maybe qcom (any chance)
102514703 Huang he : Foxconn, ASUS, when Foxconn joins, the gross profit of the foundry will be squeezed.
102514703 688536019 : amd didn't cheat
688536019 102514703 : i mean, amd’s CEO and Jensen are actually cousins which is pretty interesting
102514703 688536019 : This is a bit possible. Nvidia will lead AMD and won't monopolize the market. Who knows, but they are all good CEOs when they bring up the company. That SMCI CEO is so bad that chip stocks have collapsed 4 times in a row
102514703 : Can't you see nvidia looking for a company to replace smci?
CEO of Apes : SMCI is NVDA’s 3rd biggest customer
Huang he : How did you figure it out?
688536019 : it’s amd not smci
溫馨提示 102514703 : Maybe qcom (any chance)
102514703 Huang he : Foxconn, ASUS, when Foxconn joins, the gross profit of the foundry will be squeezed.
102514703 688536019 : amd didn't cheat
688536019 102514703 : i mean, amd’s CEO and Jensen are actually cousins which is pretty interesting
102514703 688536019 : This is a bit possible. Nvidia will lead AMD and won't monopolize the market. Who knows, but they are all good CEOs when they bring up the company. That SMCI CEO is so bad that chip stocks have collapsed 4 times in a row