They are worried about OpenAI and Anthropic making their own processors and controlling the whole stack is my guess.
They really don't need to be very worried about that. Google, Microsoft, Amazon, et al have decades of experience in shipping custom hardware at scale, and it is not a simple field to pivot into
They really don't need to be very worried about that. Google, Microsoft, Amazon, et al have decades of experience in shipping custom hardware at scale, and it is not a simple field to pivot into