I've been tracking recent reports that NVIDIA is now carrying a massive pile of unsold chips especially the H20 units built for China and the company has already written down billions after export curbs blocked sales.
Meanwhile, the rumor mill is heating up: Google’s custom AI chips (TPUs / in-house silicon) might start hitting the broader AI-infrastructure market soon. If Google (or any big tech) begins selling in volume, we could see chip oversupply + falling prices + fierce competition the perfect storm for a big player with dead inventory.
That means all those unsold GPUs and AI chips on NVIDIA’s balance sheet could turn into a serious liability leading not just to a stock dip, but possibly a collapse in GPU-driven AI dominance.
Would love to hear from folks here: **Do you think this is just panic or a legitimate risk for NVIDIA? If you were building an AI/data-center stack now would you bet on GPUs or wait for custom silicon from Google/others?**