Capital Expenditures

NVIDIA’s Next-Generation Rubin Chip Has Entered Tape-Out

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NVIDIA's Next-Generation Rubin Chip Has Entered Tape-Out

Following NVIDIA’s announcement at the end of August regarding the mass production of the Rubin architecture chip planned for next year, NVIDIA discussed the progress of Rubin at the Goldman Sachs Technology Conference on September 8. NVIDIA CFO Colette Kress stated that the Rubin chip is already preparing for market entry, and the Rubin architecture … Read more

NVIDIA Under Export Restrictions: The Ongoing Chip War and Network Strategy (Part 2)

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NVIDIA Under Export Restrictions: The Ongoing Chip War and Network Strategy (Part 2)

There are several other interesting developments in NVIDIA’s data. First is the development of capital expenditures. While this is typically not a number worth studying for fabless companies, it is becoming significant for NVIDIA. Capital expenditures are now approaching 1.3 billion dollars or more, comparable to those large integrated device manufacturers (IDMs) that require investment … Read more