NVidia GeForce RTX 50x0 cards - 70% performance increase, but AI > you

Lanx said:

how the hell is this the board
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Per Gemini:


John O. Dabiri (Independent Director; 14,788 shares): Appointed to the board in March 2020. A Centennial Professor of Aeronautics and Mechanical Engineering at Caltech and a MacArthur Fellow, he was recruited for his scientific and engineering expertise in fluid dynamics, complex physical modeling, and computational science—disciplines closely aligned with NVIDIA's push into scientific simulation and physics-informed AI.


Bullet Aarti Shah (Independent Director; 25,620 shares): Appointed to the board in July 2020. Formerly Senior Vice President and Chief Information and Digital Officer at Eli Lilly and Company, she was brought on for her leadership in enterprise IT, large-scale digital transformation, and data science, as well as her background in the pharmaceutical and healthcare sector—a core vertical for NVIDIA's accelerated computing platforms.


Bullet Melissa B. Lora (Independent Director; 1,799 shares): Appointed to the board in July 2023. Having spent over three decades at Taco Bell Corp. (a subsidiary of Yum! Brands)—including roles as CFO and President of Taco Bell International—alongside service on public boards such as Conagra Brands and KB Home, she was selected for her financial oversight, audit experience, and global consumer-facing operations background.


Bullet Suzanne Nora Johnson (Independent Director; 2,496 shares): Joined the board on July 13, 2026. A former Vice Chairman of Goldman Sachs and veteran corporate director across major public companies (including Intuit, Pfizer, and Visa), she was appointed to add deep capital markets, financial strategy, and large-cap corporate governance experience.

Borzak said:

A hard dick has no concience.

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Yep, pure calculation. *play Silicon Valley “middle out“ montage *

Lanx said:

omg, deep six this whole huang family

this ugly thing daughter is married to this guy
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he only joined nvidia 2 years ago and is already a vp, how?

oh i see, yea he's a skier, that makes sense, good resume

• Vice President of Global AI Infrastructure Growth at Nvidia. He joined the company in early 2024 and was promoted to VP in January 2026.
• Previous Career: Before entering the tech sector, Caprez was a competitive alpine ski racer on Switzerland's national team.

so somehow nvidia has a chef, a bartender and a skier holding 3 executive vp positions

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Considering the guy founded the company as a young man he's earned the right for some familial nepotism.

Instead Of Lowering GPU Prices, Former NVIDIA CEO Jensen Huang Reportedly Financed AI Startups To Absorb Excess Silicon, Shattering The Shortage Perception

Now that NVIDIA’s Jensen Huang is no longer the company CEO, we have some truth behind the exponential rise of semiconductor and memory prices. According to the latest findings, it appears that we were led to believe that there was an organic supply shortage, but in reality, we learn that Jensen was actually leveraging NVIDIA’s own balance sheet to finance AI startups and datacenter buildouts so they could absorb the company’s over-ordered semiconductor shipments from TSMC.

The fresh revelations stem from a tense August 2026 confrontation between Huang and NVIDIA’s longtime Chief Financial Officer, Colette Kress, now the interim CEO. Seeing as how the former head honcho was escalating the GPU maker’s financial exposure, Kress pushed to rein in the company’s “circular financing” commitments to smaller cloud providers and major AI firms such as OpenAI and Anthropic, according to The Wall Street Journal.

Initial discussions had floated underwriting roughly 8 gigawatts of OpenAI compute valued at up to $250 billion, and Kress successfully scaled NVIDIA’s signed guarantee cap down to roughly 4.25 gigawatts, or up to $125 billion. As a result, Jensen reportedly belittled Kress for questioning the deals, referring to her as “a deer in the headlights.”

To justify NVIDIA's need to financially underwrite OpenAI and smaller cloud operators to keep them purchasing its GPUs, Huang privately admitted that major cloud giants were pivoting away from NVIDIA in favor of in-house custom chips. With hyperscalers actively reducing their reliance on “off-the-shelf parts,” Huang acknowledged that the massive volume of prepaid TSMC wafers and memory NVIDIA had committed to buying was “coming at him like an avalanche.”

By funding datacenter expansion for AI startups, NVIDIA effectively created artificial demand to clear out its own surplus silicon instead of letting the supply flood the market and force GPU prices down. Those internal pressures align with earlier assessments from industry analyst Ed Zitron, who estimated that at least $200 billion worth of NVIDIA AI GPUs are sitting idle in warehouses after being purchased by cloud giants that lacked either the electrical grid capacity or immediate end-user demand to power them on. Amazon faced a similar dilemma.

Knowing that the imminent avalanche would be upon NVIDIA sooner rather than later, the company reportedly contacted TSMC to wind down its upcoming chip orders.

For PC builders and hardware enthusiasts who have endured years of steep GPU and RAM pricing under the impression of severe component scarcity, the disclosures shatter the shortage narrative and expose the aggressive financial maneuvering used to keep hardware prices elevated.