zlacker

>>tedsan+(OP)
Any clues to how they plan to invest $500 billion dollars? What infrastructure are they planning that will cost that much?

>>non-+Q1
That was literally my question. Is this basically just for more datacenters, NVidia chips, and electricity with a sprinkling of engineers to run it all? If so, then that $500bn should NOT be invested in today's tech, but instead in making more powerful and power efficient chips, IMO.

>>burnte+G2
I don’t know if $500bn could put anyone ahead of nvidia/tmc.

>>bitmas+d4
$500bn of usefully deployed engineering, mostly software, seems like it would put AMD far ahead of Nvidia. Actually usefully deploying large amounts of money is not so easy, though, and this would still go through TSMC.