My reading of chip wars and similar chip fabrication places is this stuff takes decades to develop and is insanely expensive. Is that not the case here?
You can license ARM cores, scale up the design a bit and get to first pre-production units within a year or two.
OpenAI needs extremely large amounts of computing power and is almost 100% dependent on Nvidia to get it. That’s not a good situation to be in. Even if they can’t compete with Nvidia directly, building their own chips might be cheaper than paying Nvidia’s profit margin.
My reading of chip wars and similar chip fabrication places is this stuff takes decades to develop and is insanely expensive. Is that not the case here?
They won’t start from scratch.
You can license ARM cores, scale up the design a bit and get to first pre-production units within a year or two.
OpenAI needs extremely large amounts of computing power and is almost 100% dependent on Nvidia to get it. That’s not a good situation to be in. Even if they can’t compete with Nvidia directly, building their own chips might be cheaper than paying Nvidia’s profit margin.
No that’s correct
It’s just the next step in the AI hype cycle. The AI hype could have died considerably by the time these places are even spinning up to create chips.
Yes, it’s pure unfiltered bullshit. A time honoured way to get investment tbh