Acquired
Nvidia Part III: The Dawn of the AI Era (2022-2023)
Ben Gilbert
AMD does have a ton of capacity, it's worth saying, at TSMC for their other products, data center CPUs, which they've actually been doing very well in. But NVIDIA did end up with this wide open lane all to themselves on co-op capacity at TSMC, and they got to make the most of that for as long as they have it.
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