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re: Maybe Tesla is a car company after all

Posted on 10/19/23 at 12:17 pm to
Posted by hob
Member since Dec 2017
2143 posts
Posted on 10/19/23 at 12:17 pm to
quote:

Apple and Nvidia in comparison contract all manufacturing.


I'm not invested in Nvidia but something I've been wanting to look into more.

In 2019 Nvidia bought Mellanox for their networking knowledge. The engineering for those products AFAIK remains in Israel. Manufacturing for those products in contracted out as you mention. So, long term how does the war impact Nvidia's roadmap and ability to deliver?
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