When we say supply constrants, we are talking about the parts NVDA has to buy and also the capacity TSM has to allocate. Not the OEMs where NVDA has to provide GPU to
No, biz relationship wise, NVDA supply to SMCI/HP/Dell
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got it. Thks!
-NewLeaf2021-
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11/13/2024 postreply
13:01:58