Buy GFS by Sep 18, 2027.

GFS doesn't compete against TSMC because they don't manufacture on small nodes critical to AI chips. But if physical and edge AI become as huge as so many people are saying (even Jensen), robots need many larger chips. I see GFS also just made a partnership with MRVL to manufacture photonics equipment. And the US gov't just made a 375M grant to GFS to develop an approach-agnostic quantum manufacturing capability. In addition to their core business, that seems like a …