No Priors: AI, Machine Learning, Tech, & Startups Video posted an update
First Party Chips and the NVIDIA Price
Why it mattersFractile’s Walter Goodwin discusses the claim that first-party AI chips are largely about securing better prices from NVIDIA, and why he thinks there may be some truth to that joke.
Discuss: How might first-party AI chips change the pricing relationship with NVIDIA, beyond simply helping buyers secure a better price?
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