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jeswintoday at 10:53 AM1 replyview on HN

They design their own CPUs, and they sold $15b of hardware last year. Tellum ii in the z17 mainframe is a Samsung 5nm part.

What I don't get however is who'd use their custom accelerators for AI inference.


Replies

erutoday at 11:11 AM

Anyone who can't get any better AI accelerators elsewhere? Last I heard, these things were sold out for years on end. And anyone who can make one, can sell them.