Evidence receipt / belief
Published · transcript-backedDavid Rosenthal: belief
7 Sept 2021 Acquired TSMC
“I believe 100% with TSMC. Well, maybe they have other foundries too, but the vast majority of their business, Jensen talks about this, it took him actually a little while to get on Morris’s radar.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 7 Sept 2021
- Publisher
- Acquired
- Episode
- TSMC
Transcript context
…NVIDIA was started in 1993, only ever raised $20 million, and never opened their own fab. I believe 100% with TSMC. Well, maybe they have other foundries too, but the vast majority of their business, Jensen talks about this, it took him actually a little while to get on Morris’s radar. But once he did, the vast majority of NVIDIA’s chips, TSMC makes them. NVIDIA is what, like a $350–$400 billion market cap company now. It’s wild.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.