zlacker

[parent] [thread] 4 comments
1. djbusb+(OP)[view] [source] 2024-05-15 01:20:48
They've got money for a very BIG experiment tho
replies(1): >>broken+D
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2. broken+D[view] [source] 2024-05-15 01:27:44
>>djbusb+(OP)
I feel like they’re not going to want to go into direct competition with their most valuable customers.
replies(2): >>whimsi+Q2 >>entang+c4
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3. whimsi+Q2[view] [source] [discussion] 2024-05-15 01:50:45
>>broken+D
their most valuable customer is cloud providers and they’re already taking big stakes and picking winners
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4. entang+c4[view] [source] [discussion] 2024-05-15 02:05:27
>>broken+D
Haven't most of the most valuable customers already started rolling their own Nvidia hardware replacements?
replies(1): >>seabro+jb
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5. seabro+jb[view] [source] [discussion] 2024-05-15 03:27:01
>>entang+c4
Hedging maybe. But there's no real competition currently.
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