John: It feels like TSMC isn't ramping capex fast enough. If we see another 10x increase in compute demand, we could be really constrained on the fab side. How will Nvidia process that? @firstadopter: "There is going to be an AI compute shortage in the years to come. But Nvidia benefits because they're the biggest dog in the house, and they can prepay tens of billions of dollars to get the allocations they need." "Nvidia is in the driver's seat, because Jensen goes there 5-6 times a year, is…