Biggest customers are looking to cut out NVDA!

MatthewWalter
04-25

$NVIDIA Corp(NVDA)$ Since 99.9% of you don't actually listen to earnings calls, take note. $Meta Platforms, Inc.(META)$ will be spending more in the short term with NVDA but... they are spending even more on designing their own chips and data centers to verticalize their supply chain a.k.a. spend less with NVDA in the long term. $Microsoft(MSFT)$ and $Alphabet(GOOG)$ $Alphabet(GOOGL)$ will also announce the same thing. In other words their biggest customers are looking to cut out NVDA as quickly as possible.

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