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What incentive does Nvidia have .....

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Doesn't look likely now. Supply/demand problems in foundry land, the process itself not being well suited to discrete GPUs, better processes becoming available, no evidence to suggest either company has wafer orders in either.

Most likely we will hear rumblings about a shrink (whatever nm it ends up being) towards the end of next year.

Blimey, it's really that far away? I'm clearly out of touch with these things nowadays!
 
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