a day late, and a billion dollars short.

Of course they were building their own chips - to reduce their dependence on Nvidia, just as was predicted years ago. [0]

That Terafab is predicting a scenario where a single company is going to be used as a chokepoint in Taiwan.

So guess who the customers of that will be when that happens?

[0] https://news.ycombinator.com/item?id=39750169