On a strategic level, however, by earmarking just around $7 billion for Poolside, NVIDIA is gaining a significant hedge against a possible collapse in demand for its GPUs,

NVIDIA claims it will get $600 bin in revenue next year. This isn’t even a wee in a tsunami .

Hardly anyone requires new hardware. They haven’t sold PCs that won’t comply for 8 years.

In the early 1980s dram prices went through the roof, that’s why the Vic 20 used static ram. The price fell in the mid1980s when the Koreans began manufacturing dram.