this post was submitted on 11 Aug 2026
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nvidia is the only one that is making money from this?
Not just Nvidia.
For a start of who the shovel sellers might be, you can take a look at the list in his post that Torsten Slok used to calculate his margin numbers:
In short according to his research the people currently making a profit or at least positive margins, are the people who build chips and memory, who build energy infrastructure, and who build servers and data canters.
I would like to see the distinction between Servers (Super Micro, Dell Technologies, Foxconn) and Datacenters (Equinix, Digital Realty, Amazon/AWS, Microsoft/Azure, Alphabet/Google Cloud, CoreWeave, Nebius) but he seems to have put them together.
Also I heard from our local news that ABB (which is Swiss, Edit: apparently also Swedish) is profiting too, they belong in the power category.
And I wonder why Arista goes in the Energy category, I'd see them and Cisco, and Juniper, and Extreme, and Nokia in a separate network category.