Evidence receipt / belief
Published · transcript-backedDavid Rosenthal: belief
6 Sept 2023 Acquired Nvidia Part III: The Dawn of the AI Era (2022-2023)
“I think, again, we didn’t talk to Colette, Nvidia’s CFO, about this, but I strongly suspect if I were them I would be happy to trade some of this growth margin right now for increased throughput on sales.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 6 Sept 2023
- Publisher
- Acquired
Transcript context
…Even if we’re in this bubbly moment around the excitement of generative AI before we necessarily know the full set of applications, Nvidia is leveraging this excitement to go get some lock-in. I’ve seen some people on the Internet being like they love how supply-constrained they are. I don’t think so. I think they’re looking for capacity in every way they can get it to exploit this opportunity while it exists. I completely agree with that. I think, again, we didn’t talk to Colette, Nvidia’s CFO, about this, but I strongly suspect if I were them I would be happy to trade some of this growth margin right now for increased throughput on sales. Yup. But there’s only one TSMC and there are only so many fabs that they have that can do the, what do they call it, the 2.5D architecture, so.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.