Kind of a surprising move, since I can't imagine they're using the Ultras for training, and the 192gb m2 Ultras don't really compare to what Nvidia can deliver

Kind of a surprising move, since I can't imagine they're using the Ultras for training, and the 192gb m2 Ultras don't really compare to what Nvidia can deliver for inferencing. Seems like an effort to dogfood to develop their hardware/software, and to pinch pennies to me. There were some rumours about the memory capacity being bumped to 512gb and that would make sense if they were planning this.