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At the cost of developing & manufacturing a competitive chip, would that make sense? I mean, if developing that chip takes half your opex, can you just give up
by ip26 5y ago
At the cost of developing & manufacturing a competitive chip, would that make sense? I mean, if developing that chip takes half your opex, can you just give up margin on so much of your spend?
- reitzensteinm 5y agoI don't think something like Graviton would come close to half their opex. Ampere, linked elsewhere, made a competitive chip with just half a billion in total funding, and most of that was to scale up after the prototypes were built. Who knows, though. Nvidia's R&D expenses skyrocketed over the last five years and maybe Grace is a large part of it.