>Nvidia is fabless and has concentrated supplier and geopolitical risk with TSMC.

East India Company has been conducting continental wars on its own. A modern company with $4T valuation and a country-GDP-size revenue and possessing key military technology of today and tomorrow wars - AI software and hardware, including robotics - can successfully wage such a continental war through a suitable proxy, say an oversized private military contractor (especially if it massively armed with drones and robots), and in particular is capable of defending an island like Taiwan. (or thinking backwards - an attack on Taiwan would cause a trillion or two drop in NVDA valuation. What options get on the table when there is a threat of a trillion dollar loss ... To compare - 20 years of Iraq cost 3 trillions, ie. 150B/year buy you a lot of military hardware and action, and efficient defense of Taiwan would cost much less than that.)

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purpleflame1257 6 days ago | parent [-]

Defending against territorial conquest is considerably easier than defending against kinetic strikes on key manufacturing facilities

	▲	trhway 5 days ago \| parent \| next [-]
		Not necessarily. Territorial war requires people. Defense from kinetic strikes on key objects concentrated on smallish territory requires mostly high-tech - radars and missiles - and that would be much easier for a very rich high-tech US corporation. An example - Starlink antenna, sub-$500, a phased array which actually is like a half or a third of such an array on a modern fighter jet where it cost several millions. Musk naturally couldn't go the way of a million-per-antenna, so he had to develop and source it on his own. The same with anti-missile defense - if/when NVDA gets to it to defend the TSMC fabs, NVDA would produce such defense systems orders of magnitude cheaper, and that defense would work much better than the modern military systems.
	▲	AtlasBarfed 6 days ago \| parent \| prev [-]
		If China bombs tsmc, we blockade the Malacca straits. China's economy shuts down in a month, their population starves in another month