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turns out the only thing that matters is how ‘buddy buddy’ you are with tsmc and the odds are very much in favour of nvidia
google tpus, amazons tranium chips may be better than nvidia BUT they can’t mass produce till 2027 because tsmc’s entire capacity is booked by jensen.
jensen knew this early on and has been playing the politics in taiwan to secure allo.
very clearly an opportunity to disrupt tsmc and eat their market share…
samsung’s probably our best hope.
happy sunday