No, biz relationship wise, NVDA supply to SMCI/HP/Dell

来源: 三心三意 于 2024-11-13 12:42:50 [] [旧帖] [给我悄悄话] 阅读数 : (180 bytes)
回答: 三心老师 看看这个 NVDA AI SPIDER Web 由 NewLeaf2021 于 2024-11-13 11:27:39

When we say supply constrants, we are talking about the parts NVDA has to buy and also the capacity TSM has to allocate. Not the OEMs where NVDA has to provide GPU to

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• got it. Thks! -NewLeaf2021- ♀ 给 NewLeaf2021 发送悄悄话 (0 bytes) () 11/13/2024 postreply 13:01:58

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