How long until NVIDIA realises that they have a larger budget for military protection of Taiwan than the US Government and takes matters into their own hands?
Their revenues last quarter were $57B and by all accounts that’s still increasing! If they hire asian locals to cut costs, then they’re within spitting distance of US Military spending, adjusted for purchasing power.
Keep in mind they won’t need to pay for nuclear weapons maintenance, veterans, etc… so there’s hundreds of billions in savings right there.
They could also just issue more shares and raise a trillion or two through the capital markets.
“The chips must flow…”