THIS SEEMS TO BE COMMON ANSWER. BUT I FIND IT UNSATISFYING. THE ACTUAL PHYSICAL SCARCITY IS OBVIOUSLY AT THE FOUNDRY LEVEL. EVERYONE CUTTING NVDA OUT DOESN’T SOLVE THAT.

THIS SEEMS TO BE COMMON ANSWER. BUT I FIND IT UNSATISFYING. THE ACTUAL PHYSICAL SCARCITY IS OBVIOUSLY AT THE FOUNDRY LEVEL. EVERYONE CUTTING NVDA OUT DOESN’T SOLVE THAT. AND IF THE ANSWER IS THAT NVDA CHIPS ARE EXCEPTIONALLY WELL DESIGNED, WELL.., OBVIOUSLY MANY OTHERS CAN DO IT — VIA @THESTALWART

Foundry scarcity and NVDA chip design debate signal high market relevance.