Building more fabs is the general solution to the demand in silicon. And that's happening.
But in the context of "I'd rather they have scaled up the demand", where "they' is Nvidia (or almost any other fabless semiconductor company), it's not a solution because it's impossible for them to build fabs or to foresee and plan for the supply chain disruption that was caused by COVID-19.
>it's impossible for them to build fabs or to foresee and plan for the supply chain disruption that was caused by COVID-19.
This has been happening for half a decade, it is not remotely a COVID issue. And no, they can't build their own fabs but they can certainly invest (either directly or indirectly by securing larger orders at a higher price even more years in advance) all the premium so there's at more fabs at an earlier time.
But in the context of "I'd rather they have scaled up the demand", where "they' is Nvidia (or almost any other fabless semiconductor company), it's not a solution because it's impossible for them to build fabs or to foresee and plan for the supply chain disruption that was caused by COVID-19.