The Intelligence from The Economist Nvincible? What could curb Nvidia’s supremacy
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Aug 29, 2024 
Join economist Jan Piotrowski, who dissects Nvidia's rise as a tech titan amid the AI boom, as he discusses its market dilemmas, including investor concerns and competition. Aaron Braun shares insights on the fragile beauty of California’s Highway 1, addressing climate threats and its vital role for locals. The conversation also touches on Europe's shifting views on public nudity, contrasting liberal and conservative perspectives. Tune in for a captivating exploration of technology, environment, and culture!
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Nvidia's Dependence on TSMC
- NVIDIA's growth depends on TSMC, its chip manufacturer.
- TSMC's capacity to expand production is limited by physical constraints.
Conflicting Timelines
- NVIDIA plans to launch new chips annually, while TSMC's factory construction takes 18-24 months.
- This mismatch in timelines creates a potential bottleneck for NVIDIA's growth plans.
Pricing and Competition
- NVIDIA faces pressure to raise chip prices to meet revenue expectations, potentially limiting market growth.
- Major clients like Amazon, Google, and Microsoft are developing their own chips in response to high prices.