Nvidia: A Perfectly Acceptable Outcome

They’re building bigger boxes, you see. Boxes full of blinking lights and the ghosts of calculations. Artificial intelligence. It’s accelerating, they say. As if anything truly accelerates in this universe, only changes speed relative to other things already hurtling toward oblivion. So it goes.

The big ones – Microsoft, Amazon, Alphabet, Meta – they’re planning to spend nearly $650 billion by 2026 on this infrastructure. A truly staggering sum. Enough to cure a lot of things, but probably won’t. They’ll build the boxes instead. It’s always the boxes.

And Nvidia? Well, Nvidia’s going to benefit. It’s almost predictable. They make the things that go inside the boxes. The little silicon hearts that beat with the rhythm of algorithms. A perfectly acceptable outcome, wouldn’t you say?

The Ecosystem, Such as It Is

Their latest numbers show a 75% jump in data center revenue. $62.3 billion. A lot of zeros. It’s driven by demand for their Blackwell systems. Cloud providers, AI developers, corporations… they all want a piece of the digital pie. A pie that, let’s be honest, mostly tastes like electricity.

They’re not just making chips anymore, of course. They’re licensing technology from a start-up called Groq. $20 billion. It’s supposed to speed things up. Make the calculations happen faster. As if faster calculations will solve anything. Still, good for business. And they’re working on something called Vera Rubin. A new architecture. More boxes, more blinking lights.

They claim Rubin could reduce the number of GPUs needed by four times, and the cost by ten. A tantalizing promise. Efficiency. It’s a lovely word. But even if they achieve it, it won’t change the fundamental absurdity of it all. So it goes.

Nvidia isn’t just selling hardware; they’re selling a whole system. Networking, software, everything you need to build a really big, really complicated box. Their CUDA platform has millions of developers hooked. Switching to a competitor? Costly, they say. A nice little moat. It’s a business, after all.

This ecosystem they’ve built… it’s a clever thing. It’ll probably allow them to capture a larger share of the spending. Which, naturally, could support further gains in their stock price. A predictable outcome, wouldn’t you agree? It’s a world built on predictable outcomes. A perfectly acceptable tragedy. So it goes.

2026-03-18 07:02

The Ecosystem, Such as It Is

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