According to the article the _alleged_ wafer price is rising dramatically, but they point out they have no way of confirming it. It could just aswell be a plan to hike prices together by announcing that your buddies are now paying more, even though their individual contract may not reflect it.
I wouldn't go as far as saying Nvidia is making less just because their net income is less, couldn't they still be huge but consumed by even greater investment into future?
I wouldn't go as far as saying Nvidia is making less just because their net income is less, couldn't they still be huge but consumed by even greater investment into future?