alt Hacker NewsIt's a very long contract (till 2029) for just covering themselves for supply.
Replies
infecto • today at 1:17 PM
No its not.
"Both SpaceX and Google have the option to terminate the agreement with 90 days’ notice after December 31, 2026"
qaq • today at 6:19 PM
They know allocation they have from TSMC for TPUs production they know allocation they have from Nvidia they see demand curve.
3 years is quite a short horizon when it comes to semiconductor fabs. Also this article is a dupe, when it was previously discussed it surfaced that after some time either party can cancel with only 90 days notice.