ran makranvel@hachyderm.io
Nov 15, 2026, 5:04 AM@ErickaSimone @osxreverser i think this might be backwards.
nvidia is a fabless semiconductor company who surely would have had the shortages from COVID present in the institutional memory.
since they don't have a fab, the only thing they can do is commit to buy TSMC's production. if they did that late during peak FOMO pricing, they now created a shortage by buying up all of the capacity.
with that excess of chips, funding the next generation of buyers (legality & ethics aside) makes financial sense