Imo this depends on whether the limiting factor is demand or production.
If it's production capacity, then if in a year they're able to get TSMC to make them twice as many chips, they could likely increase their growth rate?
I'd be sweating if I were any of TSMCs other customers right now and trying to renew my contract. Idk what the ratio is in size between an H100 and an M3, but I doubt it's anywhere near proportional to how much nvidia is willing to offer TSMC.
