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Nvidia overcommitted to wavers & RAM

2026-11-13 19:14:38.307485+01 by Dan Lyke 0 comments

Oh: Before Resigning, Jensen Huang Admitted He Was Facing an “Avalanche” of Excess Wafers and Memory, New Report Sheds More Light on the GPU & RAM Crisis. Referencing Wall Street Journal: Before His Ouster, Jensen Huang Belittled the Executive Replacing Him (paywalled), the article notes:

[CFO turned CEO Colette] Kress was concerned about Nvidia’s growing financial exposure and wanted to rein in the company’s “circular financing” commitments to cloud providers, and AI companies like OpenAI and Anthropic.

And acknowledges that Ed Zitron was, once again, right:

Reports of glut of unsold hardware have been around for a while, but only now mainstream media is catching up to what Nvidia was reportedly doing. Many industry analysts including Ed Zitron reported months ago how Nvidia and other companies have exposed themselves to devastating financial risk, and also made sure to channel stuff META, Google, Amazon, and others by leveraging their FOMO.

[ related topics: Books Games Invention and Design Journalism and Media Graphics Artificial Intelligence Economics ]

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