3 ms·
Wouldn't Nvidia be better served investing the $100B in expanding GPU manufacturing capacity?
by DebtDeflation 1y ago
Wouldn't Nvidia be better served investing the $100B in expanding GPU manufacturing capacity?
- ecshafer 1y agoBy investing in TSMC? By buying TSMC? I don't think $100B would buy them enough current generation capacity to make a difference from scratch.
- paxys 1y agoThe don't have to pick just one.
- vessenes 1y agoThey’re already spending as much money as they possibly can on growth, and have no further use for cash currently - they’ve been doing share buybacks this year.