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Explain

Explain how Nvidia is the only game in town for scalable AI compute? It's a long story.

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Where they gonna get the chips?

Why does that matter to you?

It doesn’t make sense

How? What doesn't make sense? You think TSMC and Samsung are going to turn down their contracts?

Taiwan and Korea, and the US. I bet you if the AI chips are not 100% made in the US now, they will be soon.

I bet you are absolutely wrong

If you have a point you can just express and stop dicking around.

What makes you think manufacturing will come back to the US soon?

TSMC spending billions to build in Arizona might tip some people off...idk

Oh really? Have you looked into the details of this

Not extensively but I have seen the plans for it brought up in the news from time to time. Also, Intel is following suit. Nvidia would use either.

China threatening to invade Taiwan any time now, or at least their ability to erase Taiwan's plants with a barrage of missiles in ten minutes.

slurping up that propaganda