I don’t know if $500bn could put anyone ahead of nvidia/tmc.
$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.
Nvidia's in on it, so presumably this is a doubling-down on Nvidia as the chip developers
$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.