Many are talking about how suspect at $NVDA sales in Singapore are, this post by @JesseCohenInv is a good one for example: TwitterX
However, why no one is talking about $NVDA sales in Taiwan?!
According to this report I found from #Arizton, Taiwan data centre market is only expected to generate 220m$ in revenues by 2028 with an expected capital investment that will total ~3.2bn$ by 2028 (14% CAGR).
![picture2-231124](https://justdario.com/wp-content/uploads/2024/01/picture2-231124-473x1024.jpeg)
According to $NVDA they sold 4.3bn$ in Taiwan alone in Q3, almost 9bn$ in total so far this year. Who is buying all these GPUs in Taiwan when the market doesn’t clearly have the size to absorb it?!
![picture1-231124](https://justdario.com/wp-content/uploads/2024/01/picture1-231124-1024x582.jpeg)
Furthermore, logically speaking, who is the non-chinese corporate willing to build such a large data centre in Taiwan when there is 100% certainty they will return under China jurisdiction in the future? If in 1 month or in 10 years it doesn’t make any difference, this will happen (like it did for Hong Kong and Macau) I grant you 🤷🏻♂️ Furthermore this transaction might happen through a conflict and a data centre building won’t cope well with bombs last time I checked, no insurance will take that risk!
![picture3-231124](https://justdario.com/wp-content/uploads/2024/01/picture3-231124-684x1024.jpeg)
Oh gosh if this smells fishy.
Read on TwitterX.