Comment by tverbeure

3 months ago

You can make the same comment for pretty much any company that outsources (some of) its production, and it’d be irrelevant, pedantic and off-topic every time.

You’re also wrong. TSMC produces but a small part of the products that Nvidia sells: the silicon. They don’t produce any of the tens of thousands other components that go in a server.

Its not being pedantic at all. Intel designs chips and manufactures chips. Intel’s major issue is not its design chops - some of its most advanced designs today are manufactured by TSMC.

And calling the actual processor a “small part” of where Nvidia’s value is doesn’t jibe with reality.