I’m saying it would be challenging for Nvidia to preserve its high share of AI compute production in the first place while trying to execute this strategy. Nvidia is fabless, and its dominance will erode if labs/hyperscalers/Broadcom create satisfactory designs and are willing to place sufficient large orders with TSMC.
I’m saying it would be challenging for Nvidia to preserve its high share of AI compute production in the first place while trying to execute this strategy. Nvidia is fabless, and its dominance will erode if labs/hyperscalers/Broadcom create satisfactory designs and are willing to place sufficient large orders with TSMC.
Got it! I misunderstood you.