How Nvidia AI chips came to run the data center, why CUDA locks customers in, and the concentration and competition risks that could crack the moat.

TSMC makes nearly every advanced AI chip. Inside its foundry dominance, the Taiwan geopolitics, and the risks of that supply concentration.

AMD AI chips are chasing Nvidia with the Instinct MI300 line. We break down the ROCm gap, key customers, and whether AMD can win real share.