| ▲ | DebtDeflation 4 days ago | |
Wouldn't Nvidia be better served investing the $100B in expanding GPU manufacturing capacity? | ||
| ▲ | vessenes 4 days ago | parent | next [-] | |
They’re already spending as much money as they possibly can on growth, and have no further use for cash currently - they’ve been doing share buybacks this year. | ||
| ▲ | ecshafer 4 days ago | parent | prev | next [-] | |
By investing in TSMC? By buying TSMC? I don't think $100B would buy them enough current generation capacity to make a difference from scratch. | ||
| ▲ | paxys 4 days ago | parent | prev [-] | |
The don't have to pick just one. | ||