Riding the AI Money Train
Dumb Money Live
00:00
NVIDIA AI Chips
TSMC makes every single chip that NVIDIA produces to make the same nanometer process. ASML makes all the equipment that fabs like TSMC has to buy to stay on the cutting edge of chip manufacturing. So again, I really think NVIDIA is just in the pole position in this space. And then TSMC is really the only game in town as far asfab.
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