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Why Nvidia Is Becoming a Foundry Powerhouse
Lucas and Luna examine Nvidia's surprising move into custom chip manufacturing, known as NVDA's 'foundry strategy.' With Nvidia up 3% in the past week to $221, the hosts break down how the company is leveraging its AI dominance to offer tailored silicon for cloud giants like Amazon and Alphabet. They discuss the economics of custom ASICs versus Nvidia's own GPUs, the potential margin impact, and what this means for competitors like AMD and Intel. Specific focus on the cost structure: Nvidia's custom chip margins versus its core GPU business. Plus, a look at how…
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