The GPU Wars. Why Silicon Is the New Oil — and Who Controls the Pump.

TSMC holds 90%+ of advanced chip manufacturing — every NVIDIA GPU, AMD Instinct, and Apple M-series chip is fabricated in Taiwan, 110 miles from mainland China. NVIDIA's CUDA launched in 2007 and embedded itself into PyTorch and TensorFlow so deeply that rewriting your stack off it is a rebuild, not a migration — 4 million developers, 40,000 companies, ~90% market share. India has committed $17.5B (Microsoft) and $15B (Google) in data-centre investment, with 38,000 government GPUs today targeting 100,000 by December 2026 at ₹65/GPU-hour subsidy. The democratisation curve always wins — ENIAC cost $6M in 1945, RTX 4090 costs ₹2.5 lakh today. A ₹2.5 lakh RTX 4090 pays for itself in 6–8 months at commercial query volumes. Own compute beats rented compute every time. Your moat is the model, not the metal.