[Tycho]

Timing matters. A long term strategy for superior hardware might bear fruit too late.

[HarHarVeryFunny]

I'm not sure about that - I expect AI is going to become a commodity market, so it doesn't matter how late you are if you've got a cheaper price.

In terms of who's got a lead on cheap (non-NVIDIA) hardware, I guess you have to give it to Google who are on their 6th generation TPU.