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w.r.t. the OAI chips, wouldn't they be subject to the same bottlenecks that has plagued semis lately or at least be forced to pay a pretty premium to circumvent
by martinwright 1mo ago
w.r.t. the OAI chips, wouldn't they be subject to the same bottlenecks that has plagued semis lately or at least be forced to pay a pretty premium to circumvent that?
- JacobAsmuth 1mo agoThey'll be able to buy them without paying NVidia's 80% profit margin
- brainwad 1mo agoHow much of that margin is due to having long term contracts with fabs that locked in pre-boom prices? I doubt openai will be able to get similarly low costs now.