News came out at the same time as FOMC today and was lost in the shuffle a bit:
https://www.reuters.com/technology/intel-expects-overtake-tsmc-making-fastest-chips-this-year-2024-02-21/?ref=upstract.com
Article also says its process will be ahead of TSMC at the time 2025.
Notable because of Altman saying he was looking for $7T for chips, most of which will presumably go to the manufacturer (Intel).
Happy NVDA ER day!
