Comment by bpodgursky
21 hours ago
NVIDIA has been producing Blackwell in Arizona since October. Don't be dramatic.
There would be a supply crunch but a lot of dollars will be shuffled VERY fast to ramp up production.
21 hours ago
NVIDIA has been producing Blackwell in Arizona since October. Don't be dramatic.
There would be a supply crunch but a lot of dollars will be shuffled VERY fast to ramp up production.
Arizona fabs don't work without TW's many sole source suppliers for fab consumables. They'll likely grind to halt after few months when stock runs out. All the dollar shuffling's not going to replace supply chain that will take (generously) years to build, if ever.
They definitely made at least one wafer in Arizona in October.
Packaging? Assembling onto boards?
Can outsource to China. Only partial /s