21 pointsby joozio4 hours ago2 comments
  • Trasteran hour ago
    Can someone explain to me how Nvidia chooses who they sell chips to. As far as I can tell there are dozens of companies out there trying to build out these data centres; all frontier labs to some extent, all the hyperscalers, the neoclouds. The demand for Nvidia chips outstrips supply by a decent margin. There must be so much that goes into this - the commitment from musk to exclusively use Nvidia, the weird equity deals, etc. For example, is Google just completely unable to buy GPUs at this point because Nvidia sees the TPU as a threat?
    • arjie15 minutes ago
      Do they choose? It’s just a standard enterprise hardware deal afaik. You go through an oem like supermicro/dell/hp unless you’re huge and somehow want to be an oem to yourself. To choose to be sold to is ultimately about being willing to spend the money. And you can negotiate more the more you buy. But nothing is special there.

      AFAIK obviously and I have never bought something that large but friends have spoken to them about doing this and it’s just a matter of paying.

    • Yokolosan hour ago
      What makes you think Google is unable to buy Nvidia GPUs? They buy tons of them for their cloud infrastructure. Nvidia will sell to anybody with the money to pay.
  • vrighter3 hours ago
    spacex the AI company, right?
    • dude2507113 hours ago
      I thought it's a social media company...
      • jaggs2 hours ago
        Nah, it's a taxi company.
        • bamboozled32 minutes ago
          I thought it was a robotics company?
          • grim_io17 minutes ago
            They're building a space garage or something.
          • jaggs16 minutes ago
            Well it's definitely not a boring company. Anymore.