I haven't seen this discussed here:

So far, the accelerator is showing cost savings of roughly 50% compared with typical AI graphics processing units, Broadcom Chief Executive Officer Hock Tan said in an interview. - [0]

50% cost saving. The picture changes so quickly, there are still a lot of low hanging fruits, that I find any discussion about whether a vendor has moats, or if they can recoup investment, is moot and futile.

[0] - https://www.bloomberg.com/news/articles/2026-06-24/openai-an...

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wmf 5 hours ago | parent | next [-]

If GPUs have 75% margin then 50% cheaper is no surprise.

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epolanski 4 hours ago | parent [-]

Operational costs far outweight hardware cost.

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lugu 3 hours ago | parent [-]

Do they? Genuinely ansking.

	▲	npunt 3 hours ago \| parent [-]
		Yep, I was surprised to learn that too.

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Schiendelman 5 hours ago | parent | prev [-]

"Typical" is doing a lot of work there. That could mean much older chips than Nvidia is currently selling.