Other companies are capable of making big GPUs; they aren't the only TSMC customer. Intel themselves have perfectly fine GPUs. Their issue is that their managem

Other companies are capable of making big GPUs; they aren't the only TSMC customer. Intel themselves have perfectly fine GPUs. Their issue is that their management never allocates enough space in their chips to let them perform well. Nvidia's advantage is that they have by far the most complete programming ecosystem for them. (Also honestly… they're a meme stock.)