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every custom chip sold is another NVidia H100 not bought
by buryat 3y ago
every custom chip sold is another NVidia H100 not bought
- nabla9 3y agoNot necessarily. Custom chips are likely made in technology nodes step behind They are cheaper to manufacture. Nvidia's H200 and Apple M2 are so profitable that they get the latest technology nodes.
- drozycki 3y agoThat’s a bit like “every Honda Accord sold is another Maserati not bought”. Providing a cheaper option can net more profit on volume.
- DrNosferatu 3y agoOr the other way around: Every bespoke chip will be much more expensive - and profitable - than the generic units that were not bought.