> The boards using their chips need to fit into commodity interfaces (PCIE? DIMM? ) in Open Compute hardware I mean, it's not exactly like pcie interfaces are

> The boards using their chips need to fit into commodity interfaces (PCIE? DIMM? ) in Open Compute hardware I mean, it's not exactly like pcie interfaces are ultra hard, must be done in house, cutting edge technology anymore. And why the huge emphasis on OCP? Nothing there necessitates any kind of extreme innovation. > Their IP needs to actually be defensible. Otherwise, an Intel/Samsung whose manufacturing prowess & channel reach is multiple times that of Gorq will undercut the pricing with almost the same performance/watt. Oh, and they'll happily play nice with Open Compute, other standards bodies. This has been true historically, but TSMC currently can out manufacture both intel and Samsung wrt 7nm. In addition, the steamroller of Moore's law no longer really holds with dennard scaling dead and wire/MOL rc and variation soaking up performance gains. Btw, most of these criticisms could have been levied against nvidia way back when.