TSMC Just Handed Nvidia 77% of Its AI Capacity—Here's Why

The upstream play everyone's missing while chasing Nvidia...

Hey,

Nvidia grabs all the headlines with its 80% AI accelerator market share and $35.6 billion Q4 data center revenue.

But Taiwan Semiconductor Manufacturing now allocates 77% of its AI-focused silicon wafer capacity to Nvidia in 2025, up from just 51% in 2024—creating massive ripple effects through the entire semiconductor value chain.

With Nvidia projecting $3-4 trillion in AI infrastructure spending through decade’s end, the opportunity extends far beyond the chip giant everyone’s chasing. Access full story here.

-Christopher

P.S. xAI’s Colossus facility alone deployed 150,000 H100 GPUs, 50,000 H200 GPUs, and 30,000 GB200 GPUs by June 2025, with plans to scale to 1 million GPUs. You really need to read this before it’s too late.