▲ | ClassAndBurn 6 days ago | |
Nvidia sees the forest of the trees. The consequences of the US government buying steaks and Intel are that there will be Federal requirements for us companies using Intel. This is entirely about the foundry business. Nvidia is at risk when 100% of the production of its intellectual property occurs in Taiwan. They're more interested than anyone else in diversifying their foundry solutions. Intel has just been a terrible partner and totally disregards its customers. It's only because of the new strategic need for the US to have a foundry business that the government is saving until. NVIDIA is understandably supportive of this. |