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AXRP - the AI X-risk Research Podcast cover image

37 - Jaime Sevilla on AI Forecasting

AXRP - the AI X-risk Research Podcast

NOTE

Balance Supply and Demand Wisely

TSMC faces constraints in GPU production due to a mix of physical limitations and commercial considerations. While increased demand from NVIDIA for GPUs presents a potential revenue boost, TSMC is cautious about raising prices, as this could alienate other customers. Additionally, they are wary of over-committing to the AI market, uncertain if the demand will be sustainable in the long run. This indecision reflects a strategic balancing act between maximizing profits and maintaining customer relationships within a volatile market.

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