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> You want to have access to chips, yes, but who cares if they're five years out of date? Everyone cares? Faster chips = less cost. If you can run more with th

• andrewflnr 2y ago
  Ok, fair, "who cares" was too broad. But "older chips would cut into our profit margin" is not the same as "strategically important". Would any of those large businesses go bankrupt if they had to use slightly older chips, or would they grumble and adapt (especially if their competitors were in the same situation)?
  • re-thc 2y ago
    > Would any of those large businesses go bankrupt if they had to use slightly older chips, or would they grumble and adapt (especially if their competitors were in the same situation)? It all depends on the business. If you compare AMD EPYC growth in 5 years, there are huge savings, maybe >200% (in extra cores, less power and faster cores). Is that profit margin not significant? I'm sure a lot of businesses relying on a fleet of servers would struggle. If you're selling phones for example and Samsung/Apple have the latest chips whilst your local company doesn't it will soon matter. Today it might be close, but in 5 years? There's the you don't "need" it as a consumer but there's also a why would a consumer buy a vastly inferior product? So who are you competing against and hence how do you adapt? You assume the competitors are in the same situation, but are they? A lot of companies compete globally.