w.r.t. the OAI chips, wouldn't they be subject to the same bottlenecks that has plagued semis lately or at least be forced to pay a pretty premium to circumvent that?
replyThey'll be able to buy them without paying NVidia's 80% profit margin
reply> They have unbelievable capital.
replyall those Chinese labs are backed by the Chinese government which can just print money.
time to wake up.