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Rumor has it that much of the capacity is routed through to two "mystery customers" that regularly show up on the Nvidia balance book. One is probably NRO, the
by bigyabai 11mo ago
Rumor has it that much of the capacity is routed through to two "mystery customers" that regularly show up on the Nvidia balance book. One is probably NRO, the other is your pick of an alphabet soup agency.
- alecco 11mo agoPlot thickens... But this doesn't explain the lack of power and datacenters.
- bigyabai 11mo agoSure it does. NRO has decades-old datacenters built to-spec around a specific wattage. If the order comes from on-high to replace the racks with new equipment, then you could even see a net reduction in power use and datacenters.
- kristjank 11mo agoI might be an useful idiot in this case, but I can't imagine they would be that late to the game. I suppose they get dibs on anything that's a year ahead of its time before manufacturers send it to the unwashed masses.
- bigyabai 11mo agoDevil's advocate; DoD is probably (read: certainly) one of the sample customers for Intel's 18a node. If the rumors around that manufacturing process are anything close to true, the DoD is probably not super satisfied with the yield and probably can't imagine any cutting-edge applications for the chips. That puts them in an awkward position and somewhat unable to cut corners around Nvidia. It's possible that 18a has improved a lot recently, but it's also possible that the feds are a big-ticket player in the GPGPU arena.