zlacker

They could get a infra deal with AWS, Google, NVidia or AMD even :-).

Or they write the AI that runs on your M3

That said the Microsoft offer came quickly than Amazon can deliver a 3090 to your house so…

>>quickt+(OP)
Would have been amazing if they joined Intel. No tsmc bottleneck, Intel probably having trouble offloading their arc gpus, etc

>>idonot+ra
Some components of some Intel CPUs are made by TSMC. So, I’m not convinced that there wouldn’t be “TSMC bottleneck”.