w.r.t. the OAI chips, wouldn't they be subject to the same bottlenecks that has plagued semis lately or at least be forced to pay a pretty premium to circumvent that?

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JacobAsmuth a day ago | parent [-]

They'll be able to buy them without paying NVidia's 80% profit margin

	▲	brainwad 17 hours ago \| parent [-]
		How much of that margin is due to having long term contracts with fabs that locked in pre-boom prices? I doubt openai will be able to get similarly low costs now.