Semiconductor Business Intelligence

Nvidia is undergoing a transformation from a device company to a systems company. The same cannot be said about the Semiconductor Accountants keeping track of market growth. Who counts all of Nvidia's revenue as GPU. Most of Nvidia's GPUs are not traded on the market and should not be counted at all. The memory content in Nvidias systems has already been counted once when the DRAM manufacturers sold it to Nvidia. This is just the beginning; AMD, Intel, Broadcom and Marvell will also transform into systems companies, ending the age of Semiconductor Accountants once and for all.

https://open.substack.com/pub/clausaasholm/p/the-light-that-burns-twice-as-bright?r=3bbb4&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

Nvidia's customers in Q2-2024. https://clausaasholm.substack.com/p/ncredible-nvidia