100%, nvidia doesnt have its own fabs, and I dont think anyone wants to use intels fabs for gpus, as it would have been a regression in performance. if the tariffs last for Trumps entire presidency, pricing for nvidia products,. especially since they have huge interest in breaking into the mainstream arm audience down the line, is in danger.
Y’all think the Tariffs on TSMC will come up?
100%, nvidia doesnt have its own fabs, and I dont think anyone wants to use intels fabs for gpus, as it would have been a regression in performance. if the tariffs last for Trumps entire presidency, pricing for nvidia products,. especially since they have huge interest in breaking into the mainstream arm audience down the line, is in danger.