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.
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.