Hardware
Banger take
Banger take Gavin Baker: 'I've been optimistic that the fundamental shortage of wafers, which is really controlled by Taiwan Semi, will prevent a bubble.' 'If Taiwan Semi did what Jensen wanted, Nvidi
Banger take Gavin Baker: "I've been optimistic that the fundamental shortage of wafers, which is really controlled by Taiwan Semi, will prevent a bubble." "If Taiwan Semi did what Jensen wanted, Nvidia could sell $2 trillion of GPUs in 2026 or 2027. But there is a limit where consumers would…
Source: Dylan Patel (X) | 2026-05-20