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by trebligdivad 7 days ago
It's a very long contract (till 2029) for just covering themselves for supply.
3 comments
fc417fc802 7 days ago
3 years is quite a short horizon when it comes to semiconductor fabs. Also this article is a dupe, when it was previously discussed it surfaced that after some time either party can cancel with only 90 days notice.
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infecto 7 days ago
No its not.

"Both SpaceX and Google have the option to terminate the agreement with 90 days’ notice after December 31, 2026"

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qaq 7 days ago
They know allocation they have from TSMC for TPUs production they know allocation they have from Nvidia they see demand curve.
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