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  • 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

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