@revgarywayne@michaeljburry They have considerable inventory but are claiming they're sold out. Also, when their customers can't make money, then they can't pay Nvidia. That's coming about with OpenAI, a non-profiting for-profit juggernaut.
@michaeljburry Here's the crux of the biscuit. AI has niche applications where it can make money. The winners here are entrenched companies with wide moats like Google and Amazon. They can increase profits from in-house AI development whether or not the public buys into their chatbots. OpenAI?