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Which leads to multiple questions - if NVidia can't manufacture elsewhere, will the best in the industry get much more expensive? is the GPU value in CUDA or TS
by lumost 1y ago
Which leads to multiple questions - if NVidia can't manufacture elsewhere, will the best in the industry get much more expensive? is the GPU value in CUDA or TSMC?
At best, the two companies are locked into a monopsomy/monopoly market for the next 2 years where TSMC needs NVidia to sell chips and NVidia needs TSMC to make them - in the long term, these arrangements are rarely stable. NVidia wants more manufacturing partners, and TSMC wants more GPU makers.