Re:AWS raises GPU prices 15% on a Saturday, hopes you weren'...
by JustFinishedBSG on Tuesday January 06, 2026 @07:54AM
(#46511631)
How, when foundries are a natural monopoly? How can you realistically create a startup to build a multibillion / multi year fab ?
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Re:AWS raises GPU prices 15% on a Saturday, hopes you weren'...
by immibis on Tuesday January 06, 2026 @07:57AM
(#46511663)
Same way you can create a startup to build a multibillion dollar data center presumably.
Re:AWS raises GPU prices 15% on a Saturday, hopes you weren'...
by grim_io on Tuesday January 06, 2026 @08:02AM
(#46511711)
I don't think that laying bricks and operating a crane is on the same level(or universe) of complexity as making and operating high-end semiconductor machines.
Re:AWS raises GPU prices 15% on a Saturday, hopes you weren'...
by aurareturn on Wednesday January 07, 2026 @04:51AM
(#46524472)
There are 3 foundries capable: Samsung, Intel, and TSMC. Companies can contract out some to Samsung and Intel. TSMC can (and is) build more fabs.