Sundry Photography Our firm extrapolated supply chain data to conclude that Blackwell is in production at Taiwan Semiconductor (TSM) and Super Micro Computer (SMCI) last week in the analysis: Nvidia Stock: Blackwell Suppliers Shrug Off Delay. The media was making much ado about nothing (and astonishingly, still is) despite crystal clear confirmation from Nvidia’s (NASDAQ:NVDA) management team that all is well. Given these delay rumors, it was widely expected that Nvidia’s management would provide some t ...