Comment Re:Economics (Score 1) 128
They might if they produced a lot products they cannot sell. In favor of AI, Nvidia stopped making consumer GPUs. That means they used their allocations from TSMC to make data center computers. If the AI companies renege or do not pay NVidia for all of those chips, it is not like NVidia can sell them to consumers.
80% of the current TOP500 supercomputer systems used nVIdia GPGPUs. Worst case scenario, nVidia sells cheap upgrades to existing supercomputer systems. There is demand for these things in a lot of sectors besides AI. Video/3D rendering acceleration, finite element analysis, fluid dynamics, etc... There's actually pent-up demand for these things because they are being diverted for AI.