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cleverwebble | 2 years ago

You are assuming they are paying retail price, which they certainly are not.

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SketchySeaBeast|2 years ago

Wouldn't it still be $15bn? If I manage to buy $20 worth of gold for $10 through a special deal, is it not still $20 worth of gold?

nix0n|2 years ago

Used GPUs cannot be sold for the same price that new GPUs are bought.

xdavidliu|2 years ago

your comment would make sense if there wasn't 340,000 k in your parent comment

newsclues|2 years ago

Not always. For high in demand products they could pay more to guarantee supply and delivery dates.

Some people will pay more to be first in line.

empath-nirvana|2 years ago

it's not going to be an order of magnitude difference. It's a significant investment in hardware.

_giorgio_|2 years ago

Even if that was true, how much discount do you suppose that they can have?

Given that GPU production is mostly sold out, and that giving META a bigger discount would simply mean losing money from other purchasers.

JoshTko|2 years ago

Given the demand why wouldn't Nvidia be able to charge sticker price?

bilekas|2 years ago

You can afford to take a hit off your profits when you can simply ramp up production for retail sales. Looks great too for shareholders.

mycodebreaks|2 years ago

volume customers always get special price.

KeplerBoy|2 years ago

What makes you think they are getting a good discount?

What are they going to do? Buy AMD, yeah right.

Nvidia's sales are only limited by the number of wafers they can get from TSMC.

tw04|2 years ago

>What are they going to do? Buy AMD, yeah right.

Build their own? It's what Microsoft, Google, and AWS are doing.

>Nvidia's sales are only limited by the number of wafers they can get from TSMC.

No, they're limited by the cost per operation vs. Facebook building their own. The cloud providers have already decided it's cheaper to do it themselves. Sure they'll keep buying GPUs for general public consumption but that may eventually end too.

fullshark|2 years ago

Nvidia has a vested interest in FB being beholden to their chips, so much so that it's worth giving them a discount to ensure it happens, and human nature being human nature a face saving discount has to be offered.