Acquired
Nvidia Part III: The Dawn of the AI Era (2022-2023)
Ben Gilbert
Yeah. This is probably the textbook cornered resource. NVIDIA has access to a huge amount of capacity at TSMC that none of their competitors can get their hands on. I mean, they did luck into this cornered resource a little bit. They reserved all that wafer supply for a different purpose, partially crypto mining, but AMD doesn't have it.
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