And one wonder how much the bottleneck is TSMC (the western “AI-block” have really put a lot of their eggs in one basket...) and how much is customer preference towards Nvidia chips. The chips wars 2025 will be very interesting to follow. Thanks for a good chip summary!
Yes, TSMC is a lot of the bottleneck and having a good relationship with TSMC (and being one of their biggest 2 customers along with Apple) is possibly a competitive advantage for Nvidia—however it is also plausible that TSMC might prefer not to have Nvidia be such a big % of their revenues as it could help them capture more of the total margins on the chips via greater pricing power.
AMD Data Center revenues are currently about 12% as big as those of NVDA as of the most recent quarter, so it is unlikely they are selling enough GPUs to meaningfully affect the overall picture yet. https://ir.amd.com/news-events/press-releases/detail/1224/amd-reports-third-quarter-2024-financial-results
And one wonder how much the bottleneck is TSMC (the western “AI-block” have really put a lot of their eggs in one basket...) and how much is customer preference towards Nvidia chips. The chips wars 2025 will be very interesting to follow. Thanks for a good chip summary!
Yes, TSMC is a lot of the bottleneck and having a good relationship with TSMC (and being one of their biggest 2 customers along with Apple) is possibly a competitive advantage for Nvidia—however it is also plausible that TSMC might prefer not to have Nvidia be such a big % of their revenues as it could help them capture more of the total margins on the chips via greater pricing power.