How much of the total global silicon capacity at the latest process node does this take up? How hard would it be for NVIDIA to scale up by squeezing out other silicon usages?
Nvidia is spending around $4B per quarter in cost of revenue, which presumably mostly just goes to TSMC, which has quarterly revenue around $16B recently, so Nvidia is currently buying about 25% of TSMC's total capacity. The new Nvidia Hopper/Lovelace is using TMSC 4N - which is an nvidia-GPU specific process node.
TSMC has half of the entire global foundry market, so Nvidia is already buying about 12% or so of total world supply, which puts some initial rough bounds on scaling. However nvidia is purchasing a much larger fraction of the total high logic density supply, if you want to slice it more finely (the other big uses seem to be mostly cell phones).