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bitmasher901/21/20252 repliesview on HN

I don’t know if $500bn could put anyone ahead of nvidia/tmc.


Replies

amluto01/22/2025

$500bn of usefully deployed engineering, mostly software, seems like it would put AMD far ahead of Nvidia. Actually usefully deploying large amounts of money is not so easy, though, and this would still go through TSMC.

entropicdrifter01/21/2025

Nvidia's in on it, so presumably this is a doubling-down on Nvidia as the chip developers