this post was submitted on 06 Sep 2024
863 points (97.5% liked)
Technology
59709 readers
1889 users here now
This is a most excellent place for technology news and articles.
Our Rules
- Follow the lemmy.world rules.
- Only tech related content.
- Be excellent to each another!
- Mod approved content bots can post up to 10 articles per day.
- Threads asking for personal tech support may be deleted.
- Politics threads may be removed.
- No memes allowed as posts, OK to post as comments.
- Only approved bots from the list below, to ask if your bot can be added please contact us.
- Check for duplicates before posting, duplicates may be removed
Approved Bots
founded 1 year ago
MODERATORS
you are viewing a single comment's thread
view the rest of the comments
view the rest of the comments
It really depends on how much they've invested in building AI chips.
Sure, but their deliveries have also been incredibly large. I'd be surprised if they haven't already made enough from previous sales to cover all existing and near-term investments into AI. The scale of the build-out by big cloud firms like Amazon, Google, and Microsoft has been absolutely incredible, and Nvidia's only constraint has been making enough of them to sell. So even if support completely evaporates, I think they'll be completely fine.
They don't build the chips at all. They pay tsmc.