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A comment on Alibaba's New AI Chip Unveiled: Key Specifications Comparable to H20. Parent comment

Re:Alibaba's New AI Chip Unveiled: Key Specifications Compar... by JeremyNT on Wednesday September 17, 2025 @04:02PM (#45280696)
I'd just say "market irrationality" and call it a day. TSMC is far closer to a monopoly than NVIDIA is, and they win no matter which fabless company is buying their capacity.
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