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Nvidia could sell $2 trillion of GPUs if supply allowed, Patrick OShaughnessy notes

Nvidia could sell $2 trillion of GPUs if supply allowed, Patrick OShaughnessy notes
Taiwan Semi supply could cap GPU boom

Patrick OShaughnessy shares commentary from Gavin Baker regarding semiconductor market dynamics. Baker argues that the global shortage of wafers, primarily controlled by Taiwan Semi, serves as a barrier to the formation of a speculative bubble in the chip sector.

Baker adds that if Taiwan Semi were to meet the full demand of companies like Nvidia, sales could potentially reach $2 trillion of GPUs in 2026 or 2027, but emphasizes that consumer demand sets a natural limit.

OShaughnessy has previously relayed caution from major investors. In an earlier article, he cited Paul Tudor Jones’s view that today’s market shares key similarities with the 2000 bear market. The comparison follows heightened attention to semiconductor supply constraints outlined by Baker.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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