TSMC CEO C.C. Wei: “[Jensen] asked for wafers!”
Nvidia CEO Jensen Huang: “Yes, business is very strong and it’s growing month by month, stronger and stronger”
Even the vibes-based chirpy peanut gallery has to admit this a good sign for AI fundies, no?
Jensen asking for wafers directly is the signal. Nvidia has allocation power but still needs more capacity. That means demand is outstripping even aggressive supply forecasts.
