Also, there’s no way that their next generation AI chips will come in at lower price per TFLOPS/ram than those made a couple of months ago. Absurdly, NVidia and US datacenter partners have record inventory levels for undeployed AI chips. A crash in chip/memory prices seems more likely than this scenario playing out.
Also, there’s no way that their next generation AI chips will come in at lower price per TFLOPS/ram than those made a couple of months ago. Absurdly, NVidia and US datacenter partners have record inventory levels for undeployed AI chips. A crash in chip/memory prices seems more likely than this scenario playing out.