The signs are all there:
- Google making it’s own chips
- Meta buying those chips
- Nvidia’s finished inventory on hand increasing
- Nvidia’s accounts receivable aging due to shady deals
- Ilya Sucker saying that the age of scaling is over
The thing people don’t realize is that NVDA chips don’t have to be worthless for NVDA’s share price to collapse, you just need to poke a hole (Google’s TPUs) in the balloon (Infinite demand for NVDA GPUs) and their ability to charge infinite money disappears.
Mark Zuckerberg my words, the age of NVDA is over, and I will be drinking champagne on it’s cold dead grave… and maybe I’ll even finally be able to afford building a new gaming system.