3 ms·

Made where? Isn’t foundry capacity the limiting factor on chips for AI right now?

• Jyaif 1y ago
  By cutting the middle man out, MS could pay TSMC more than nvidia per wafer and still save money.
  • fishmicrowaver 1y ago
    This is the whole game right here.
  • nsteel 1y ago
    They can even pay Broadcom to be a lower-level middle man instead. Despite the BRCM tax, it'll still be way cheaper than going to Nvidia.
• migueldeicaza 1y ago
  TSMC manufactures the MAIA 100: https://azure.microsoft.com/en-us/blog/azure-maia-for-the-era-of-ai-from-silicon-to-software-to-systems/ https://azure.microsoft.com/en-us/blog/azure-maia-for-the-er...