Nvidia's exposure to Asian supply chains for components hits 90% of its production costs — marked increase from 65% could intensify as physical AI adds even more exposure
… The top-end T5000 module delivers 2,070 FP4 TFLOPS with 128 GB of LPDDR5X memory, while a lower-cost T4000 variant introduced at CES 2026 offers 1,200 FP4 TFLOPS with 64 GB at $1,999 per unit in volume. …