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MAANG are willing to invest in ASIC engineering like Apple does but are willing to buy and rent things from others in the short-term. They will eventually wise-
by hi-v-rocknroll 2y ago
MAANG are willing to invest in ASIC engineering like Apple does but are willing to buy and rent things from others in the short-term. They will eventually wise-up, and design their own custom AI accelerators. Meta already designs and builds their own servers.