YourMomTheRedditor@alien.topB to HardwareEnglish · 10 months agoMicrosoft is finally making custom chips — and they’re all about AIwww.theverge.comexternal-linkmessage-square21fedilinkarrow-up11arrow-down10file-text
arrow-up11arrow-down1external-linkMicrosoft is finally making custom chips — and they’re all about AIwww.theverge.comYourMomTheRedditor@alien.topB to HardwareEnglish · 10 months agomessage-square21fedilinkfile-text
minus-squareboomstickah@alien.topBlinkfedilinkEnglisharrow-up1·10 months agoPrice of the H100s is gonna start dropping
minus-squareExtendedDeadline@alien.topBlinkfedilinkEnglisharrow-up1·10 months agoAmen. Sooner or later. What’s worse, people will think “Nvidia will just sell to others” but if Microsoft has an advantage, buying more H100s to compete will just dig you into a capex hole.
minus-squareGomaEspumaRegional@alien.topBlinkfedilinkEnglisharrow-up1·10 months agoDo you really think NVIDIA just found out that MS was doing their own chips?
Price of the H100s is gonna start dropping
Amen. Sooner or later. What’s worse, people will think “Nvidia will just sell to others” but if Microsoft has an advantage, buying more H100s to compete will just dig you into a capex hole.
Do you really think NVIDIA just found out that MS was doing their own chips?