4 ms·
nVidia is sitting on a huge pile of cash, ie, they’re not constrained by resources — hence the framing as a choice.
by zmgsabst 8mo ago
nVidia is sitting on a huge pile of cash, ie, they’re not constrained by resources — hence the framing as a choice.
- chii 8mo agocash cannot buy more fabs. ASML machines are the constraint, plus TSMC's capacity is a constraint. Not to mention that nvidia's cash pile isn't magic - they should not overpay for capacity; they're better off returning cash to investors in that case.