Patel says chip orders take a minimum of three months from order to delivery from TSMC.
“the moment you even put an order in, even if TSMC started working on it immediately, you could not get a chip out for three more months.”
Patel says GPU orders take four to six months from placement to data center installation.
“call it four or five five, six months between, you know, when an order is placed and you can actually have it installed in your data center if it got worked on immediately.”