Góðar GPU fréttir, eftirspurn farandi minnkandi

[BITF16]

Nvidia: The Imminent Ethereum 2.0 Risk
Sep. 28, 2021 4:44 PM ETNVIDIA Corporation (NVDA)ETH-USD64 Comments11 Likes

https://seekingalpha.com/article/445755 ... m-2-0-risk

" Summary
In 2018, NVDA got punished because of a drop in GPU demand as a result of a cryptocurrency crash.
Now, in the near term, NVDA again faces a potential drop in GPU demand.
This drop in GPU demand will happen even without a cryptocurrency crash.
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There's a potential near-term risk emerging for Nvidia (NVDA). This risk is tied to Ethereum (ETH-USD) and is likely to materialize in a few months at best.
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... The Ethereum 2.0 Merge, set for early 2022, will create a sudden destruction of demand for GPUs which will likely be felt by Nvidia.

This is both a real risk for Nvidia’s fundamentals and also a potential bearish thesis which will gain strength into December 2021 / early 2022, as the event draws nearer.

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[worghal]

https://www.bbc.com/news/technology-58678907

[gunni91]

https://www.techspot.com/news/91675-nvi ... e-now.html

[jonfr1900]

Skorturinn á kubbasettum er versnandi eins og er. Þó svo að eitthvað sé að slaka á framleiðslu rafmynta tímabundið.

The chip shortage is getting worse (Vox)