[stingraycharles]

From what I understand it’s mostly TSMC and the memory providers being out of capacity over the next few years.

So it’s not even about datacenters.

Here’s a Reuters article about TSMC: https://www.reuters.com/world/asia-pacific/broadcom-flags-su...

So this is actual committed contracts with all kinds of companies such as Apple, NVidia, AMD.

Also, the whole reason they can’t build data centers faster is precisely because of this.