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I didn't say that happened. I said that was why NVidia said they didn't want to ramp up production. They didn't want to end up overextended.


I don't even think Nvidia could overextend if they wanted to. They're buying low-margin, high demand TSMC wafers to chop into enormous GPU tiles or even larger datacenter products. These aren't smartphone chipsets, they're enormous, high-power desktop GPUs.




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