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It's a very long contract (till 2029) for just covering themselves for supply.
by trebligdivad 4mo ago
It's a very long contract (till 2029) for just covering themselves for supply.
- fc417fc802 4mo ago3 years is quite a short horizon when it comes to semiconductor fabs. Also this article is a dupe, when it was previously discussed it surfaced that after some time either party can cancel with only 90 days notice.
- infecto 4mo agoNo its not. "Both SpaceX and Google have the option to terminate the agreement with 90 days’ notice after December 31, 2026"
- qaq 4mo agoThey know allocation they have from TSMC for TPUs production they know allocation they have from Nvidia they see demand curve.