avatar
Kay Capital
20 hours ago
This article is machine translated
Show original

Here is the English translation: The big news reflected in the financial report is that at the time of ETH's transition to PoW, NVIDIA was actually not well-prepared. In the second half of 2022, they had over $3 billion in GPU inventory (this number was $1 billion at the beginning of 2021, and as a university student, you can say how much impact the ETH bull market had on it), and at the same time, there was $1.3 billion worth of second-hand 30-series mining cards in the market. If it were not for the emergence of GPT3, NVIDIA's inventory clearance cycle at the end of 2022 would have been very long.

otter
@otterpal24
20 hours ago
关于英伟达往事。17-18年,黄仁勋经常乘坐私人飞机前往江西,原因是江西有个巨大的以太坊矿厂,购买了英伟达两年的产量,黄仁勋很惊讶经常实地考察市场。如果不是一刀切,中国至少是全世界最适合挖矿的地区,没有之一,可以创造至少100亿美金一年的GDP产值。
From Twitter
Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
Like
Add to Favorites
Comments