alt Hacker NewsIf you are making a decision to spend 50B on hardware, would you use the proven tech stack or rely on engineers taking an unspecified amount of time vibecoding your software stack while the hardware sits idle?
How about in a month or so when you have to run a slightly different workload?
Hyper scalers like Google or Microsoft, which are the big spenders, have all the incentives in the world to get more out of their gargantuan spending.
In fact both of them, actually Amazon too, invest in their own inference hardware and owns the stack.
You can't possibly think that these companies will keep shelling 50-100B per year in hardware alone where 60%+ is margin for Nvidia and not invest there.