Taiwanese news outlet Ctee reports Nvidia might beat Apple to become one of the first companies to use TSMC’s next-gen A16 node.

I guess Nvidia feels that they can pass the cost on to their customers and improve margins without impacting demand. Since the A16 nodes seems to be aimed at late 2027, it would be funny if the bubble popped around that time (although it may never pop and simply live on hype).