> specialist employees and hardware suddenly materializing in the place where they're needed to manufacture the stuff. The beauty of being fabless is that they

> specialist employees and hardware suddenly materializing in the place where they're needed to manufacture the stuff. The beauty of being fabless is that they dont need to worry about that. When theyve got a design they like they just call TSMC and buy out all their capacity, they could pay double what nvidia does and still save a boatload. I agree that 2 years seems impossible and 3 a stretch, but I do think its possible for at least one cloud company to have something by then.