re: How High Do you think Nvidia stock can go?

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They are already using Samsung and have been in discussions to use Intel Fabs IIRC.

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Neither Intel or Samsung have the capabilities of TSMC. They may be able to produce older designs there, but in the hardware race that's a pretty small window of usefulness.

Eventually the hardware will be a race to the bottom. They still have the software lock in, but big players are encroaching there.