| ▲ | trebligdivad 5 hours ago | |
It's a very long contract (till 2029) for just covering themselves for supply. | ||
| ▲ | qaq 19 minutes ago | parent | next [-] | |
They know allocation they have from TSMC for TPUs production they know allocation they have from Nvidia they see demand curve. | ||
| ▲ | fc417fc802 5 hours ago | parent | prev | next [-] | |
3 years is quite a short horizon when it comes to semiconductor fabs. Also this article is a dupe, when it was previously discussed it surfaced that after some time either party can cancel with only 90 days notice. | ||
| ▲ | infecto 5 hours ago | parent | prev [-] | |
No its not. "Both SpaceX and Google have the option to terminate the agreement with 90 days’ notice after December 31, 2026" | ||