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There probably isn't another manufacturer they can switch high end stuff to. They recently tried moving at least some of their cards to Samsung but switched bac

There probably isn't another manufacturer they can switch high end stuff to. They recently tried moving at least some of their cards to Samsung but switched back last generation due to yield issues.

wmf 3y ago
You have to distinguish between fabs and AIBs.
- thfuran 3y ago
  If they treat their AIBs for their enterprise stuff anything like they do in the consumer space, they don't really have anything to worry about there (aside from the rest of them giving up on dealing with Nvidia's BS, I guess).