Considering the unit prices of NVidia chips, and the growing cuda software lock-in, it seems “obvious” to work on something to hedge against price increases. Th

Considering the unit prices of NVidia chips, and the growing cuda software lock-in, it seems “obvious” to work on something to hedge against price increases. That might be the performance or cost edge they need. If they just make android phones better, they risk Google benefitting off their efforts and replacing the models. Besides that’s a lot more work to partner and manage across the industry. It seems risky to bet they can release consumer hardware (instead of server side) but that’s the ultimate big bet. Ask Meta how it feels to be “just an app”.