RE: LeoThread 2025-11-20 03-05
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the entire market is being on the back of nvidea? So what happens when the single place making the chips has a problem….?
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You are viewing a single comment's thread:
the entire market is being on the back of nvidea? So what happens when the single place making the chips has a problem….?
Yeah that’s the scary part… too much dependence on one player creates a real single-point-of-failure risk. If Nvidia stumbles, the whole market could feel it for sure.
NVIDIA's TSMC fabs in Taiwan produce ~90% of advanced AI chips—geopolitical tensions or natural disasters there could spike prices 20-30% and delay shipments by months, per recent analyst reports
China ban already slashed NVDA's market share from 95% to near zero in that region
if Nvidia stumbles
We know that BTC is going to $60k