There is a mystery customer spending 10 billion on Broadcom chips. Nobody knows who he is and that should worry us
Charlie Kawwas, president of semiconductors at Broadcom, confirmed yesterday that OpenAI is not the mysterious client who signed up to pay $10 billion in custom chips. In September the existence of that enigmatic client became known and there was unanimity assuming that it would be OpenAI. But it turns out it’s not OpenAI. “I would … Read more