NVIDIA discussion [2025]

[DavidGraham]

nVidia needs so much Wafer it is almost comical.

The only way what you are saying is true is if NVIDIA picked up more CoWoS capacity coupled with a sudden surge of AI chips demand

Well, speak of the devil, we now know that NVIDIA secured 70% of CoWoS capacity for the entirety of 2025, which is massive! This means they most likely need a lot more wafers than before.

https://twitter.com/x/status/1893936521306165418