They’re about a 2/3rds majority in the consumer and workstation market, and that’s not insignificant, but that’s also not a significant part of their revenue by this point, nor is it why their stock makes up a terrifying percentage of the S&P 500.

If their revenue returned to just being that, they’d basically cease to be a relevant company and their stock price would crater. It’s a decent business to be in, but, it’s not a infinite growth, line goes up forever, business to be in.

They have a near monopoly on cloud service genAI data center GPUs. They don’t make the semiconductors. They just hand the design for those chip to TSMC and then sell what TSMC makes for them. The vast majority of their revenue right now is coming from selling stuff to new genAI data centers, if those stop getting built, they loose 80% of their revenue. And their current valuation is based on an assumption of an order of magnitude of new such data centers being built year on year.

I think, that it’s very likely that demand for new such chips is liable to drop to 0 because the capacity of currently extant data center using their chips is already overbuilt for realistic demand. No one other than Nvidia is making money on these data centers, and there is no path to profitability.

The voting public didn’t care about her, but she had good connections with relevant instructional actors. That’s why she was relevant. People like trump will keep winning until the Democratic Party, as a political institution, cuts those neoliberal actors out of the coalition. If the party doesn’t, democracy will fail in America, or they will be replaced by some new party, or both.

People complaining about voters not choosing her over trump, or people not being motivated by voting for her, are just feeding in to that dark future. The only way out is standing up and demanding better candidates, refusing to accept the lesser of two evils.

It is true that she didn’t have enough time to put together a viable platform, but if Biden had dropped out early enough for her to develop a viable campaign and platform, that would have meant a primary, and it’s doubtful she would have won that primary.

Even if she had won that primary, it’s still doubtful that she would have assembled a viable platform and campaign. The political cliques she was aligned with were diametrically opposed to the kind of policies that would have made a viable platform.

A break from neoliberal politics was necessary. But basically all of the institutional pressure for Biden to drop out came from neoliberal diehards who were pissed at him for deviating from that line slightly, the age thing was mainly just an acceptable cover story for the insiders. Haris got her chance by appealing to those groups and thus she was never going to challenge those interests.

I don’t think most corporations would be interested in buying a computer that doesn’t include a windows license. Unless they intend to use it for like… server stuff, but they’d be way better off buying like… actual server hardware… if only for the operating cost.