Build their own? It's what Microsoft, Google, and AWS are doing.
>Nvidia's sales are only limited by the number of wafers they can get from TSMC.
No, they're limited by the cost per operation vs. Facebook building their own. The cloud providers have already decided it's cheaper to do it themselves. Sure they'll keep buying GPUs for general public consumption but that may eventually end too.
Nvidia has a vested interest in FB being beholden to their chips, so much so that it's worth giving them a discount to ensure it happens, and human nature being human nature a face saving discount has to be offered.
SketchySeaBeast|2 years ago
nix0n|2 years ago
xdavidliu|2 years ago
newsclues|2 years ago
Some people will pay more to be first in line.
empath-nirvana|2 years ago
_giorgio_|2 years ago
Given that GPU production is mostly sold out, and that giving META a bigger discount would simply mean losing money from other purchasers.
JoshTko|2 years ago
bilekas|2 years ago
mycodebreaks|2 years ago
KeplerBoy|2 years ago
What are they going to do? Buy AMD, yeah right.
Nvidia's sales are only limited by the number of wafers they can get from TSMC.
tw04|2 years ago
Build their own? It's what Microsoft, Google, and AWS are doing.
>Nvidia's sales are only limited by the number of wafers they can get from TSMC.
No, they're limited by the cost per operation vs. Facebook building their own. The cloud providers have already decided it's cheaper to do it themselves. Sure they'll keep buying GPUs for general public consumption but that may eventually end too.
fullshark|2 years ago
paulddraper|2 years ago