Tuesday, November 20, 2018

I don't talk about Nvidia that much because I used to have a conflict of interest. I don't have that now, but I'm still a huge fangirl. Jensun is actually a pretty brilliant underrated CEO. But everyone in Silicon Valley eventually stumbles.

But just this year they accelerated their bring up cycles. So... I would not be surprised at all to see hiring freezes there or layoffs. And it really makes me sad to say.

I only bring it up because a lot of people seem to think their inventory problem will be sucked up easily. And that could be true.... but they were ramping up cycles just as demand was slowing. Just sayin'.

2 comments:

  1. I hated what nvidia did to 3dfx.
    Why did they buy their assets? They were getting their ass kicked by ati. That's why.
    Why innovate when you can just buy it?
    I also had several nvidia cards that were high end and that would die because of improper mix of lead in the bonding.
    They would heat up and peal from the board. Really shitty factory work.
    As for ATI; they definitely have some crappy cards out there too.

    I think that if intel ever decided to get into the game, in a big way, it would wake these two self satisfied smirking companies up.
    Just my two cents.

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  2. Intel is walking dead. They'd have to create whole new architecture, and there are already people in that space. And if you don't like people buying companies to survive - you shouldn't like Intel either. That is the only way they are surviving right now. They had a whole capitol division just to acquire companies.

    This is the hardest sector in all of Silicon Valley. It's just so complex.

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