Are we at the point where there are external constraints that cash can't solve?

can't tell if you're being facetious but yes, there's not enough cash in the world to double energy/silicon fab capacity in a year. Infrastructure takes time, hardware is hard, and you have to be willing to bet that the demand will be there 5 years from now to make an investment today.

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killingtime74 2 days ago | parent | next [-]

Until one has the entire supply of world GPU production, cash can solve it by out bidding others

	▲	wyre a day ago \| parent [-]
		TSMC would never allow all of their output to only one customer. You have an over simplified view of this.

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kevin_thibedeau a day ago | parent | prev [-]

One could always make existing infrastructure more efficient. Nothing better than post-mature optimization.