If Euclyd's chip costs 40k per chip and we want to substitute all worldwide H200 inference capacity, so let's say 700,000 H200eds and Euclyd are right about how good their chip is, then we'd need 28,000 Euclyd cards, this is only 1.120 billion.
So maybe even 1 billion for VSORA chips this year and then two billion for VSORA and Euclyd chips next year, with the split based on how well the chips perform and some money for the lagging firm so they can keep designing things too.
alt Hacker News
Mm.
Still, maybe less money could be enough.
If Euclyd's chip costs 40k per chip and we want to substitute all worldwide H200 inference capacity, so let's say 700,000 H200eds and Euclyd are right about how good their chip is, then we'd need 28,000 Euclyd cards, this is only 1.120 billion.
So maybe even 1 billion for VSORA chips this year and then two billion for VSORA and Euclyd chips next year, with the split based on how well the chips perform and some money for the lagging firm so they can keep designing things too.