https://www.reuters.com/technology/chatgpt-owner-openai-is-exploring-making-its-own-ai-chips-sources-2023-10-06/ Tenstorrent, Graphcore, Cerebras, Groq, Sambanova, Mythic. Possible candidates for buyout. Rumors its for Intel Hibana fire sale. Rant: Hardware has always been in the trash compare to software, we need some equilibrium in this AI wave to start boosting TC for hardware. We have been suppressed for too long. The era of AI IPO is coming. TC: 300K
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Wasting their time on this , focus on what you are good at. You will just get bogged down trying to make the hardware work
70% gross margin NVDA says differently, VC funds throwing money at anything that moves with AI on it
Nvidia's success is an anomaly not a norm (Don't you think Google has higher margin on it's Ads business). Consider AMD which makes GPUs and has been in business for years (founded around the same time at Intel). Does AMD have a trillion dollar cap? Note that AMD identifies itself as a hardware company.
https://techround.co.uk/news/openai-considers-own-ai-chips-amidst-shortages/ sambanova might be in the mix of things
Any inside information?
Too much of a risk ATM
Buying a promising startup will be the right move for OpenAI. They are likely paying a lot to Nvidia and can definitely lower their cost
Sam Altman is an investor in Rain AI, maybe that's related
Rain AI is too new, it’d be better to acquire a startup that already had a product, such as Cerebras, Groq, SambaNova, etc
Sambanova, Rivos are possible buyouts by openAI. Others dont fit the bill
Very interested to see what may happen.