$NVIDIA(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ $Amazon.com(AMZN)$ Amazon is installing an AI accelerator every 14 seconds — over 6,100 chips per day.
Think about that scale, and Amazon is just one player.
The AI infrastructure buildout is enormous, and we're still in the early innings.
The biggest long-term opportunities for NVIDIA, TSMC and the entire semiconductor ecosystem may still be ahead.
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