This whole subthread is about the claim that Nvidia is at risk of a monopsony situation. I pointed out that while revenue has concentrated on a few customers post-AI boom, margins have improved, suggesting Nvidia is nowhere near and not veering toward that risk. Revenue is exploding, as are margins.
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This whole subthread is about the claim that Nvidia is at risk of a monopsony situation. I pointed out that while revenue has concentrated on a few customers post-AI boom, margins have improved, suggesting Nvidia is nowhere near and not veering toward that risk. Revenue is exploding, as are margins.