Qualcomm should put a giant bid on SiFive tomorrow, to remind ARM that its not unassailable
124 karma · joined August 12, 2024
The marginal cost of each chip is dollars. The 5 digit prices for H100s are just margins to be undercut
If they never get the second stage working with reusability they could strip the design down to a simple S2
If you look at lambda one click clusters they state $4.49/H100/hr
Adobe would be able to try a vertical integration play
If someone is torrenting behind the NAT you can get exhaustions