Translation: You all get in here, collectively spend billions of dollars of your investor's money developing commodity chips that run this middle-ware project we control, then compete on price for a chance to get subsistence level gross margins on your silicon instead of writing it all off. Or maybe we'll just use all of you to get better pricing from another vendor entirely, like we did with all these ARM server CPU wannabes. And they'll get plenty of suckers big and small. Looks like Qualcomm and Marvell(Cavium) are signing up again. Cadence is the smart one here, because it will sell EDA tools to all of them, so at least it will make some money.
FB realized they dont have any skin in the HW acceleration game whilst having their business so dependent on it. This is a very interesting positioning in AI HW space.