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Wouldn't Nvidia be better served investing the $100B in expanding GPU manufacturing capacity?


They’re already spending as much money as they possibly can on growth, and have no further use for cash currently - they’ve been doing share buybacks this year.


By investing in TSMC? By buying TSMC? I don't think $100B would buy them enough current generation capacity to make a difference from scratch.


The don't have to pick just one.




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