[kevingadd]

"50% of the performance at 20% of the price" is wildly implausible even if you can somehow start fabbing perfect chips for openai's workloads tomorrow. Especially if they don't have access to the fabrication processes that nvidia, amd etc are using, since more modern (read: expensive) processes reduce power draw and enable higher clocks. 80% of nv's datacenter die space is not wasted, not close to that much.

It seems more likely to me they'd get 20% of the performance at 50% of the price, and that might still work out for them if it allows them to scale faster without being bottlenecked on supply of existing GPUs. But there's no magic bullet here.

They also still need to source a bunch of other stuff, like RAM, even if they can source their own processors.