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.
What changed
AND IF THE ANSWER IS THAT NVDA CHIPS ARE EXCEPTIONALLY WELL DESIGNED, WELL.., OBVIOUSLY MANY OTHERS CAN DO IT — VIA @THESTALWART
Why it matters
Foundry scarcity and NVDA chip design debate signal high market relevance.
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Jun 14, 2026 07:03 AM ET