NVIDIA locks up massive ABF substrate capacity again, cementing its win in the AI compute cycle
BenBajarin · x · 2026-10-21
Ben Bajarin argues that just as Apple won the mobile cycle through scale and balance sheet, NVIDIA is the economic winner of the AI compute cycle for the same reasons, with Broadcom a close second. Cited reporting shows NVIDIA has once again snapped up a large amount of ABF substrate capacity from suppliers including SEMCO. His takeaway: masters of the supply chain win technology cycles. ($NVDA $AVGO)
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