[est31]

Yeah there is likely a harware company involved, sitting in the stack above fab operators like TSMC, that's not explicitly named here.

Google at least has relied on broadcom for building their TPUs: https://www.theregister.com/2023/09/22/google_broadcom_tpus/

Looking at how Nvidia share prices developed in the last 12 months should be reason alone to enter the AI accelerator business. And OpenAI does have software experts and a major component of Nvidia's success in AI is that they have a major advantage in software compared to their competitors (the hardware advantage isn't that large). Furthermore, there is Google's "We have no moat, and neither does OpenAI" memo: OpenAI definitely needs to strengthen its moat.

But of course, doing research with pytorch is not the same as developing driver code for some hardware bus or scheduling algorithms.

[EA-3167]

I wonder if Sam Altman is associated with that hardware company, and stands to profit from it coming into billions.