Nvidia needs more silicon manufacturing partners to prevent TSMC from charging a significant premium. Their choices are very limited today, and almost non-existent outside of Asia.
Given a real geopolitical risk and NVidia’s current valuation - 5 billion seems cheap if it secures them an alternative manufacturing partner.
Given a real geopolitical risk and NVidia’s current valuation - 5 billion seems cheap if it secures them an alternative manufacturing partner.