Row 65435

Row ID: 65435 | Dataset Entry | Axioma AXP Content Repository

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This page contains data entry 65435 from the Axioma AXP content repository. The structured data below represents the complete record for this entry.

Odd you bring up Apple since they literally did exactly this by making their own chips. Amazon already makes Graviton to run in their DCs. Google makes Axion to run in their DCs. Microsoft has Maia and Cobalt running in their DCs.

This isn't going outside their existing wheelhouse to figure out how to make soda. This something that many of them are all already doing at some level and they see as a core competency. Add in NVDA's near 80% gross margins on billions in spend, and that gives companies a lot of runway experiment with.

Also, I'm not saying any of these companies will sell these chips. These would be for in house use only or selling compute on their platforms.

FieldValue
text Odd you bring up Apple since they literally did exactly this by making their own chips. Amazon already makes Graviton to run in their DCs. Google makes Axion to run in their DCs. Microsoft has Maia and Cobalt running in their DCs. This isn't going outside their existing wheelhouse to figure out how to make soda. This something that many of them are all already doing at some level and they see as a core competency. Add in NVDA's near 80% gross margins on billions in spend, and that gives compani…
label r/investing
dataType comment
communityName r/investing
datetime 2024-05-23
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Raw Record

{
  "text": "Odd you bring up Apple since they literally did exactly this by making their own chips. Amazon already makes Graviton to run in their DCs. Google makes Axion to run in their DCs. Microsoft has Maia and Cobalt running in their DCs.\n\nThis isn't going outside their existing wheelhouse to figure out how to make soda. This something that many of them are all already doing at some level and they see as a core competency. Add in NVDA's near 80% gross margins on billions in spend, and that gives companies a lot of runway experiment with.\n\nAlso, I'm not saying any of these companies will sell these chips. These would be for in house use only or selling compute on their platforms.",
  "label": "r/investing",
  "dataType": "comment",
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  "datetime": "2024-05-23",
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