Nvidia’s quick fix with TSMC on the CoWoS-L packaging keeps the GB200 servers mostly on track, which is critical as AI workloads grow. It’s interesting to see how system integrators like Foxconn and Quanta play a bigger role, and how Nvidia tightly controls chip allocation. Taiwan’s manufacturing still dominates, but with talks of expanding to Mexico and Texas, diversification is inevitable. Given the competition in AI infrastructure and limited chip supply, Nvidia’s control over distribution will be key to meeting demand.
Nvidia’s quick fix with TSMC on the CoWoS-L packaging keeps the GB200 servers mostly on track, which is critical as AI workloads grow. It’s interesting to see how system integrators like Foxconn and Quanta play a bigger role, and how Nvidia tightly controls chip allocation. Taiwan’s manufacturing still dominates, but with talks of expanding to Mexico and Texas, diversification is inevitable. Given the competition in AI infrastructure and limited chip supply, Nvidia’s control over distribution will be key to meeting demand.
Always appreciate the great insight you’re providing, Tim!