> Is it? I've been out of the space for a while but I have only seen firmware bugs/limitations/failures rise to strategic importance with AMD installs, which is

> Is it? I've been out of the space for a while but I have only seen firmware bugs/limitations/failures rise to strategic importance with AMD installs, which is why the space has such a strong preference for NVidia despite spec sheet cost disadvantage. You're right. I'm not doing this the easy way, at all! Is there any easy way though? Without a direct connection to Jensen, there is a 50+ week lead time on Infiniband, so what other options do I have? Who wants to compete with $1.1b worth of orders from CoreWeave? I'm fine with the bet on Lisa Su and I'm not trying to beat CoreWeave. I'd just like to carve out my own niche and I think there are enough people out there that want compute, that they are willing to look beyond just a single provider for everything. What fortune 500 puts all their eggs in one basket anyway? Oh and one more thing... this business isn't just about AMD/Nvidia. There are 1000 other components in the system, all with their own issues. We just discovered VRF is not fully working on our very expensive 400G switches running Sonic. Cheers.