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