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They have some small manufacturing operations that are producing a minority of the chips they actually use in their servers. Maybe they'll be able to produce en
by chatmasta 3y ago
They have some small manufacturing operations that are producing a minority of the chips they actually use in their servers. Maybe they'll be able to produce enough GPUs for their use cases eventually, but there is no way they'll get there in "2-3 years" as OP suggests.
Also, if GPUs are easier to make than CPUs, then why isn't Intel leading the market in GPUs by now? Surely it's been clear they should compete with Nvidia there for at least the past half a decade. Or do they need more than 2-3 years to catch up?
- HDThoreaun 3y agoThey dont manufacture themselves so ramping up is as simple as "here's another billion build 10 times as many." If they design GPUs that they think have significant cost advantages without downsides they will absolutely make that call.
- chatmasta 3y agoI think you're making a lot of assumptions about specialist employees and hardware suddenly materializing in the place where they're needed to manufacture the stuff. I'm not disagreeing they can catch up within 10 years. But 2-3 years is an insane estimate IMO.
- HDThoreaun 3y ago> specialist employees and hardware suddenly materializing in the place where they're needed to manufacture the stuff. The beauty of being fabless is that they dont need to worry about that. When theyve got a design they like they just call TSMC and buy out all their capacity, they could pay double what nvidia does and still save a boatload. I agree that 2 years seems impossible and 3 a stretch, but I do think its possible for at least one cloud company to have something by then.