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Mistral needs a looooooot of GPUs. GPUs are made by Nvidia. Nvidia asks TSMC to make more. TSMC needs new lines to produce. TSMC acquires more machines to make
by bytesandbits 1y ago
Mistral needs a looooooot of GPUs. GPUs are made by Nvidia. Nvidia asks TSMC to make more. TSMC needs new lines to produce. TSMC acquires more machines to make new lines. TSMC buys from the only monopoly that has those machines. ASML. Now ASML happy, each machine costs 100s of millions, ASML makes back money.