No, biz relationship wise, NVDA supply to SMCI/HP/Dell

来源: 于 2024-11-13 12:42:50 [旧帖] [给我悄悄话] 本文已被阅读：次

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