They just declined Meta's $800 million offer. What are they smoking? I just saw the specs and nothing is special about the Furiosa RNGD Gen 2 card compared to t

They just declined Meta's $800 million offer. What are they smoking? I just saw the specs and nothing is special about the Furiosa RNGD Gen 2 card compared to the RTX 5090. Sure, it has more SRAM, but that is not a deal breaker. The same goes for power consumption, data centers have incentives for power. If each Furiosa RNGD Gen 2 card costs $10k while an RTX 5090 costs $2k, and the RTX 5090 has better performance for LLMs, you have to be mad stupid, have a personal grudge against Nvidia, or just want to burn cash for no good reason to rack up your data centers with Furiosa. The value of their company is going to diminish and their next offer won't go over $1.5 billion. It will actually be less than $800 million since every year Nvidia, Intel, and other AI hardware startups introduce a better and faster card. If Furiosa cards magically became cheaper than Nvidia's similar hardware, Furiosa might be worth a quarter billion dollars. I highly doubt this would ever happen because making AI compute with cutting edge lithography is hella expensive and involves heavy politics.