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NVIDIA has been producing Blackwell in Arizona since October. Don't be dramatic. There would be a supply crunch but a lot of dollars will be shuffled VERY fas
by bpodgursky 9mo ago
NVIDIA has been producing Blackwell in Arizona since October. Don't be dramatic.
There would be a supply crunch but a lot of dollars will be shuffled VERY fast to ramp up production.
- rwmj 9mo agoThey definitely made at least one wafer in Arizona in October.
- georgeburdell 9mo agoPackaging? Assembling onto boards?
- blackoil 9mo agoCan outsource to China. Only partial /s
- maxglute 9mo agoArizona fabs don't work without TW's many sole source suppliers for fab consumables. They'll likely grind to halt after few months when stock runs out. All the dollar shuffling's not going to replace supply chain that will take (generously) years to build, if ever.