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bigyabai01/15/20261 replyview on HN

Nvidia is not a venture capital outlet. They are a self-sustaining business with several high-margin customers that will buy out their whole product line faster than any iPhone or Mac.

From TSMC's perspective, Apple is the one that needs financial assistance. If they wanted the wafers more than Nvidia, they'd be paying more. But they don't.


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toasterlovin01/15/2026

> several high-margin customers

This is the "venture capital and hype" being referred to, not Nvidia themselves.

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