Our readingWhat is a korrent?
Drawn from what Jensen Huang said
semiconductors The chips and the companies that make them: NVIDIA, TSMC, ASML, and what a fab can and cannot do.
Mental modelBottlenecks
And so none of that my point is that none of the bottlenecks last longer than a couple 2 three years. None of them.
Where this was said
Watch from 0:15:00 plays here↗Jensen Huang – Will Nvidia’s moat persist?youtube.com
All 24 korrents from this recordingthis one is 5th
Added to korrents 7 Sept 2026 · How quotes work · Something wrong? Tell us
Do you hold this korrent?Do you also believe this?
I hold this tooShared subject first, then similar wording. They may agree or disagree.