The 40k h100s have ballpark comparable transistor counts to their 1k gaming gpus. I didn't see concerns with production. The gains came from the massive margin increase.

They never needed to massively increase production from tsmc. They just needed to go from 5% to 75% margin on the cards they sell which is exactly what they did. https://www.reddit.com/r/wallstreetbets/comments/14zhy7f/com...