They'll be able to buy them without paying NVidia's 80% profit margin
How much of that margin is due to having long term contracts with fabs that locked in pre-boom prices? I doubt openai will be able to get similarly low costs now.
alt Hacker News
How much of that margin is due to having long term contracts with fabs that locked in pre-boom prices? I doubt openai will be able to get similarly low costs now.