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He's not. Nvidia is the only company actually making money from this. The bubble bursting doesn't really hurt them at all. Their company isn't based solely on AI, and they have plenty of other baskets to shift their eggs into.
There are 2 anonymous customers who are responsible for 39% of nvidia's 2nd quarter sales. These 2 companies are almost certainly AI related.
https://www.cnbc.com/2025/08/28/nvidias-top-two-mystery-customers-made-up-39percent-of-its-q2-revenue-.html
Yeah, but that's almost entirely because they've shifted hardware priorities to AI and inflated their pricing to capitalize on the corporate grift, over everything else because of the bubble and limited competition. Losing that means little actually changes, they just shift hardware sales back to other customers instead of telling everyone elss to go fuck themselves while they send everything to AI companies.
MS is probably the largest one? google is another?
idk, but yea those are the among the few, but OpenAi, Amazon, Meta maybe too
The actual fabs are making money too. Nvidia doesnt actually make anything
TSMC makes the GPU, micron makes the VRAM.
You're saying the #1 largest company in the world doesn't make any money and that the #9 and #51 placed companies are the ones actually making money?
I'm guessing there must be something they're adding.
I'm saying nvidia designs the chips. They dont actually manufacture them
Edit: ahh, i see where i did english wrong... i used "make" twice, but in two different meanings.... "make money" vs "make" (produce/manufacture/create)
It seemed clear to me given the context.