Subject: Re: OT: ´Financial Times´ about Mag 7
Will there be in the end only one winner, Nvidia?

We're looking at a when-not-if for China taking control of Taiwan IMO, which is likely to have an extreme effect on NVIDIA and the entire tech economy. I can't see NV succeeding in diversifying their suppliers all that much from TSMC in the medium-term future. Maybe on a 15-20 year scale with investments comparable to "AI", except spent on chip fabs and supply chains in safer places.

(Imagine what the Former US economy might be like if these multiple-trillion dollar "AI" spending plans were targeted at infrastructure instead.)