2 ms·
> Nvidia has a ton of capacity because they're one of TSMC's top two customers. The big tech companies will have much smaller allocations which are used up just
by scarface_74 3y ago
> Nvidia has a ton of capacity because they're one of TSMC's top two customers. The big tech companies will have much smaller allocations which are used up just supplying their own clouds.
And TSMCs top customer is not even playing in the cloud space.