i realize i'm completely ignorant of the ecosystem but isn't the bottleneck what TSMC is able to produce? Does this just cut Nvidia out as a middleman taking profits?
There are lots of bottlenecks. TSMCs factory output is one, yes. Nvidia takes a big margin as the chip designer too. The physical building of datacenters is also slow. The electronic infrastructure for datacenters is in and out of stock all the time too. Electricity supply for them is questionable too.
Just wondering about the big picture logic. I would assume their chips would be inferior to Nvidias... so if 1/2 as good but removing 80% NVDA margins that would work out well.. assuming they could get them produced, but would guess NVDA monopolizes a lot of that volume- but maybe TSMC also prioritizes diversifying their customer base...
i realize i'm completely ignorant of the ecosystem but isn't the bottleneck what TSMC is able to produce? Does this just cut Nvidia out as a middleman taking profits?
There are lots of bottlenecks. TSMCs factory output is one, yes. Nvidia takes a big margin as the chip designer too. The physical building of datacenters is also slow. The electronic infrastructure for datacenters is in and out of stock all the time too. Electricity supply for them is questionable too.
Just wondering about the big picture logic. I would assume their chips would be inferior to Nvidias... so if 1/2 as good but removing 80% NVDA margins that would work out well.. assuming they could get them produced, but would guess NVDA monopolizes a lot of that volume- but maybe TSMC also prioritizes diversifying their customer base...
Jalapeño on a stick?
https://twiiit.com/OpenAI/status/2069770172802773292