[ksec]

And what if Nvidia booked but the order didn't come. What if Nvidia's customer isn't going to commit? How expensive and how much prepayment is needed for TSMC to break a new Fab?

These are the same question Apple Fans asking Apple to buy TSMC. The fact is isn't so simple. And even if Nvidia were willing to pay for it TSMC wouldn't do it just for Nvidia alone.

[benreesman]

Yeah, I agree my "if" is doing a lot of lifting there. As in, "if Jensen were being candid and honest when he goes on stage and said things".

Big if, I I get that.