← Back to context

Comment by jazzyjackson

14 hours ago

can't tell if you're being facetious but yes, there's not enough cash in the world to double energy/silicon fab capacity in a year. Infrastructure takes time, hardware is hard, and you have to be willing to bet that the demand will be there 5 years from now to make an investment today.

Until one has the entire supply of world GPU production, cash can solve it by out bidding others

  • TSMC would never allow all of their output to only one customer. You have an over simplified view of this.