Earlier quoted context omitted.
Not for what they are using it for. It is $1m+/chip and they can fit 1 of them in a rack. Rack space in DC's is a premium asset. The density isn't there. AI models need tons of memory (this product annoucement is case in point) and they don't have it, nor do they have a way to get it since they are last in line at the fabs. Their only chance is an aquihire, but nvidia just spent $20b on groq instead. Dead man walking…
The real question is what’s their perf/dollar vs nvidia?
Let's not forget that the CEO is an SEC felon who got caught trying to pull a fast one.