They are worried about OpenAI and Anthropic making their own processors and controlling the whole stack is my guess.

They really don't need to be very worried about that. Google, Microsoft, Amazon, et al have decades of experience in shipping custom hardware at scale, and it is not a simple field to pivot into

	▲	ErneX 2 hours ago \| parent [-]
		True, but Google has their own models and did not sign this either. The other thing that comes to mind is they want to avoid the government from banning open models as has been suggested by some of the closed models providers.