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Advanced Micro Devices, Inc.
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Re: TSMC: Short Supply of Compute GPUsI'm referring to Doodaddy's post [1739] implying there was something fishy about Nvidia's sales of $2.3B worth of chips to CoreWeave, financed with a LOC from Blackstone/Blackrock and others interested in a Nvidia beat in Q3. Using the $2.3B worth of chips as collateral, would you believe? Nice followup comments following Stacy Rasgon's "debunking" of the manipulation theory: https://www.youtube.com/watch?v=ombJxovNLkA Were these H100 chips shipped and were they really worth $2.3B..... |
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