3 ms·
> Apple, for example, designs nearly the entire SoC in-house I already mentioned Apple lost their top spot. They're also are paying a 100% price hike for Samsu
by re-thc 8mo ago
> Apple, for example, designs nearly the entire SoC in-house
I already mentioned Apple lost their top spot. They're also are paying a 100% price hike for Samsung RAM.
> Spending billions to help Broadcom get into par with Nvidia is not what they want
Point being if Apple doesn't have enough whether Google is once removed or not still won't have anywhere near enough to compete. This is about supply. Nvidia reserved capacity. You can't get it.
Even if Nvidia GPUs were worse - they have 10-100x more of them. What would you as a large customer want? Tesla for example has many buildings racking GPUs and more in the works. Specialized hardware like what OpenAI is doing with the new "spark" will just be "experimental" and side projects because better or not there won't be enough for real demand.
- u1hcw9nx 8mo agoApple gets enough. Their need for chips is not growing as high as Nvidia's. I think you are trying to say that Nvidia has lock-in due its massive reservations and it starves others out. That's partially true real bottleneck currently is CoWoS/CoWoS-L packaging, not the chips. Nvidia is reaping the benefits of being pioneer who helped to make it possible. I'm not sure of the exact numbers, but I think Nvidia has over 60% capacity reservation of TSMC CoWoS. That kind of lock in is only temporary. Anyone can reserve ahead of time and take the risk of failing to get competitive node and suffer the losses. ps. Nvidia is paying 50% to 100% premiums over standard prices just to secure "urgent" additional capacity beyond their original reservations. If others want that capacity they can bid.