$NVDA NVIDIA will debut its next-generation GPU chip Feynman (named after the scientist) at the GTC conference on March 16 next month. I checked some information, and one noteworthy point is that NVIDIA $NVDA will break its 100% reliance on TSMC for the first time in the Feynman generation, outsourcing 25% of the silicon content (mainly in I/O and packaging) to Intel $INTC. However, I no longer plan to buy Intel. I watched a segment where Apple CEO Steve Jobs said something very enlightening in the 1995 "The Lost Interview." Excellent companies/people focus on products, content, and innovation (product/content). (They spend most of their funds on operational efficiency.) Lagging/mediocre companies focus on processes, management, and bureaucracy (process/management/bureaucracy), leading to products being marginalized. (They spend most of their funds on management efficiency, unlike successful companies.) Jobs often said similar things in many occasions while he was alive. Clearly, Intel belongs to the latter category, and I also don't want to buy it because last month I bet on Intel's earnings report and got hurt, with the junk INTC54 dropping directly to 45. Another point is that the memory has doubled compared to the previous generation.