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Nvidia Part III: The Dawn of the AI Era (2022-2023)

9792.454 - 9807.569 Ben Gilbert

But if you come at it from this other side of what do NVIDIA's suppliers forecasting, and they have to put their money where their mouth is, building these new wafer fabs to be able to facilitate that, and packaging and all the other things that go into chips. So it's expensive for TSMC to be wrong.

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