this post was submitted on 27 Sep 2025
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Fuck AI

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[–] bigfondue@lemmy.world 42 points 1 week ago* (last edited 1 week ago) (1 children)

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.

[–] DreamlandLividity@lemmy.world 22 points 1 week ago (1 children)

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.

[–] brucethemoose@lemmy.world 22 points 1 week ago* (last edited 1 week ago)

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.