They’ll be hit hard also. Apparently about 50% of their sales revenue comes from 3 customers, almost certainly members of the Magnificent 7 buying GPUs for data centers. In the modern economy, a quarter without revenue growth is failure, but imagine double digit decline.
I mean, their stock price will take a hit. But realistically, that is not necessarily bad for Nvidia as a company, as long as they are ready for the burst and don’t over extend.
Their stock will tank, but financially? They will be fine. They’ll go back to a more sane baseline market with an absolute mountain of cash and disturbing market share to show for it.
They’ll be hit hard also. Apparently about 50% of their sales revenue comes from 3 customers, almost certainly members of the Magnificent 7 buying GPUs for data centers. In the modern economy, a quarter without revenue growth is failure, but imagine double digit decline.
I mean, their stock price will take a hit. But realistically, that is not necessarily bad for Nvidia as a company, as long as they are ready for the burst and don’t over extend.
Yeah, exactly.
Their stock will tank, but financially? They will be fine. They’ll go back to a more sane baseline market with an absolute mountain of cash and disturbing market share to show for it.