Why Internalize the Risk when you can Externalize the Competition?

ShayBoloor
02-27 14:38

1.

This is exactly what I mean when I say Zuck shouldn’t try to build his own chips.

Right now $Meta Platforms, Inc.(META)$ has deals with $Advanced Micro Devices(AMD)$ , $NVIDIA(NVDA)$ & now $Alphabet(GOOGL)$ and can play them against each other while preserving:

• Supply security (not dependent on any single vendor's fab capacity)

• Cost leverage (vendors compete on price when real alternatives exist)

• Architectural flexibility (training, inference & custom workloads matched to the right silicon)

Why internalize the risk when you can externalize the competition?

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2.

$Alphabet(GOOGL)$ struck a multibillion-dollar deal to supply $Meta Platforms, Inc.(META)$ with its TPUs for AI model development with potential direct chip purchases as soon as next year.

Zuckerberg is now a customer of Google, $Advanced Micro Devices(AMD)$ & $NVIDIA(NVDA)$ simultaneously.

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