have you ever signed a business contract with a profitable entity?

the Nvidia is able to make a restriction ,by law, for the manufacture contract with TSMC like what the government of the united states ,biden regime, does.
all the product of Nvidia's high level AI computation has to be fabriced in TSMC america.

this does not only consider about earning more market share but it is also about to protect the leak of Nvidia unique technology for AI computation.

the demands always create the supplies.
the enterprises in china have to find the way to meet the requirements of next generation competition on AI field.

it does not matter about your processes, the location of manufacture.

as you said
the market will never wait for the leader of old world advancing to next level and that is why the intel fails the competition on fabrication in 7nm.

since you knew that the intel and the US have no condition to bargain. why do you need to go investing in the US?

[能耗比是一體的，功耗溫度降了，性能才有提高空間
舊製程在高階領域根本沒屁用
看看Intel萬年14nm+++打磨再強
對上台積電7nm沒多久就底牌耗盡輸到脫褲
不生出10nm++何來戰力？連普通PC都如此]

you have never got the point on the issue.
the data center always needs to upgrade and retire.
it means that you do still need to provide the serivce even if you have no option to upgrade.
wihich means you are not allowed to retire. OK?
all you need to do is to find the way to optimize what you have right now.

[更何況高階計算中心，真以為堆舊製程可以堆得出來？
那中國也不用搶GPU了，靠自家成熟製程不就好了？]

on. by the way...
Apple always works hard on individual mobile computation.
will see.

把一堆智障手機晶片串聯並聯個幾億台
看看能不能變身智慧型手機

never say never.