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Re:OpenAI's cash burn will be one of the big bubble question... by fooblaster on Tuesday December 30, 2025 @08:09PM (#46440181)
And yes, all their competitors are making custom chips. Google is on TPU v7. absolutely nobody is going to get this right on the first try among their competitors - Google didn't.
Re:OpenAI's cash burn will be one of the big bubble question... by CharlieDigital on Tuesday December 30, 2025 @08:27PM (#46440290)
Bigger problem for late starts now is that it will be hard to match the performance and cost of Google/Nvidia. It's an investment that had to have started years ago to be competitive now.