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Made where? Isn’t foundry capacity the limiting factor on chips for AI right now?

TSMC manufactures the MAIA 100:

By cutting the middle man out, MS could pay TSMC more than nvidia per wafer and still save money.

They can even pay Broadcom to be a lower-level middle man instead. Despite the BRCM tax, it'll still be way cheaper than going to Nvidia.

This is the whole game right here.