I don’t know if there will be an “oversupply” of GPUs, because now they are all manufactured at foundries and the chip companies can just cut their orders. But

I don’t know if there will be an “oversupply” of GPUs, because now they are all manufactured at foundries and the chip companies can just cut their orders. But with Intel coming into the market, Samsung switching to TSMC, and TSMC putting in $120b of capex, the shortage should be alleviated pretty soon.