3 ms·

Are we at the point where there are external constraints that cash can't solve?

• jazzyjackson 6mo ago
  can't tell if you're being facetious but yes, there's not enough cash in the world to double energy/silicon fab capacity in a year. Infrastructure takes time, hardware is hard, and you have to be willing to bet that the demand will be there 5 years from now to make an investment today.
  • killingtime74 6mo ago
    Until one has the entire supply of world GPU production, cash can solve it by out bidding others
    • wyre 6mo ago
      TSMC would never allow all of their output to only one customer. You have an over simplified view of this.
  • kevin_thibedeau 6mo ago
    One could always make existing infrastructure more efficient. Nothing better than post-mature optimization.