Got excited, then I saw it was for inference. yawns
Seems like it would obviously be in TSMCs interest to give preferential taping to nvidia competitors, they benefit from having a less consolidated customer base bidding up their prices.
Seems like it would obviously be in TSMCs interest to give preferential taping to nvidia competitors, they benefit from having a less consolidated customer base bidding up their prices.
Anyone not under some kind of export restrictions can scrounge together some GPUs to train a frontier model (hell, even DeepSeek which is under these restrictions could) but providing a service that can compete with OpenAI et al. will prove to be quite costly. 3x improvements in inference are therefore nothing to sneeze at IMO.