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What if having the resources to develop hardware are not the point? This is a physical business, and supply chain is the bottleneck at some point. Right now it
by yyyfb 2y ago
What if having the resources to develop hardware are not the point? This is a physical business, and supply chain is the bottleneck at some point. Right now it seems that all the money in the world can't build fabs fast enough to manufacture alternatives to Nvidia's chips. As long as they maintain dominance over the supply chain, having developed equivalent technology might not matter. Someone correct me if this is wrong, I'm mostly speculating.
- I_AM_A_SMURF 2y agoI mean it's all TMSC at the end of the day. They have finite capacity that's all tied up for a while.
- Ekaros 2y agoThe future order book is the interesting part. Does Nvidia has as big share as they do now or has someone else paid more that is outbid them.