Jensen Huang says Nvidia works with TSMC without a formal contract and allocates chips FIFO
Jensen Huang said Nvidia and TSMC have operated for 30 years without a formal legal contract and that Nvidia allocates scarce chips first-in, first-out instead of selling to the highest bidder.
From the sources (5 posts)
@andrewcurran_RT @dwarkesh_sp: The Jensen Huang episode. 0:00:00 – Is Nvidia’s biggest moat its grip on scarce supply chains? 0:16:25 – Will TPUs break…
@kimmonismusRT @dwarkesh_sp: The Jensen Huang episode. 0:00:00 – Is Nvidia’s biggest moat its grip on scarce supply chains? 0:16:25 – Will TPUs break…
@mweinbachRT @dwarkesh_sp: The Jensen Huang episode. 0:00:00 – Is Nvidia’s biggest moat its grip on scarce supply chains? 0:16:25 – Will TPUs break…
@bearlyaiJensen on how Nvidia prioritizes chip sales. He says it is “first in, first out”. Company has to make a purchase order, but if the data centre shell isn’t ready to take product, they will sell to next in line. Nvidia doesn’t do highest bi
@trungtphanTIL Nvidia and TSMC haven’t had official contract during a 30-year partnership. Jensen: “Nvidia and TSMC don't have a legal contract. There’s always some rough justice. Sometimes I'm right. Sometimes I'm wrong. Sometimes I got a better dea