3 ms·
I don't see this working for Google though, since they make their own custom hardware in the form of the TPUs. Unless those designs include components that are
by hodgehog11 11mo ago
I don't see this working for Google though, since they make their own custom hardware in the form of the TPUs. Unless those designs include components that are also susceptible?
- frankchn 11mo agoTPUs use HBM, which are impacted.
- bri3d 11mo agoStill susceptible, TPUs need DRAM dies just as much as anything else that needs to process data. I think they use some form of HBM, so they basically have to compete alongside the DDR supply chain.
- UncleOxidant 11mo agoEven their TPU based systems need RAM.
- jandrese 11mo agoThat was why OpenAI went after the wafers, not the finished products. By buying up the supply of the raw materials they bottleneck everybody, even unrelated fields. It's the kind of move that requires a true asshole to pull off, knowing it will give your company an advantage but screw up life for literally billions of people at the same time.
- mbesto 11mo ago> By buying up the supply We actually don't know for certain whether these agreements are binding. If OpenAI gets in a credit crunch we'll soon find out.
- agoodusername63 11mo agoWent after the right component too. RAM manufacturers love an opportunity to create as much scarcity as possible.