Do you have a dumb question that you're kind of embarrassed to ask in the main thread? Is there something you're just not sure about?
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Notes -
I just bought some NVIDIA today, I think it's the spade in the gold rush analogy. If you don't know where the gold is, sell the spades. TSMC is like the steel mill that makes the head of the spade. Important but it does a lot of other stuff too. And there are certain risks to its existence - one could say the steel mill is in contested Alsace-Lorraine/Elsass-Lothringen.
That's not to say NVIDIA has no competition, there is this other company starting up that's competitive in training big models on their own hardware. It's called Cerebras but it's not a public company. Google also has their own chips.
https://www.semianalysis.com/p/gpt-model-training-competition-heats-email-title&publication_id=329241&post_id=88069979&isFreemail=true
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