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re: Is it time to short NVDA ?
Posted on 2/16/24 at 10:53 am to DarthRebel
Posted on 2/16/24 at 10:53 am to DarthRebel
quote:
Now, the chip giant is using its own AI to make its chips faster in what appears to be an effort to keep up with the demand.
Make and build are two different things. They may be able to design them faster, but they don't produce the hardware.
They are at TSMC's mercy when it comes to actually producing the hardware. TSMC can not keep up with the demand of having so many customers.
Posted on 2/16/24 at 1:47 pm to UltimaParadox
quote:
Make and build are two different things. They may be able to design them faster, but they don't produce the hardware.
True, the question is can AI decrease the time or build architecture.
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