OPENAI<>NVIDIA：对 OpenAI 来说，启动一个 ASIC 项目、投入数亿美元研发、在 Hot Chips 上亮相、部署一些东西、吓唬 NVIDIA，并从 NVIDIA 那里获得数十亿美元量级的更多资金和兜底支持，显然是个好主意。 如果 Jalapeno 在大规模下表现良好，OpenAI 将提高其每 MW 收入。如果 Jalapeno 表现不佳，他们仍将从 NVIDIA 获得大量融资和兜底支持，因为 Jalapeno 正在吓唬 NVIDIA。 @sama 即使他们的芯片失败也是赢家。
OPENAI<>NVIDIA: It is clearly a good idea for OpenAI to start an ASIC program, spend hundreds of millions on R&D, present at Hot Chips, deploy some stuff, scare NVIDIA, and get some more money and backstops from NVIDIA on the order of billions of dollars.
If Jalapeno does well at scale, OpenAI will increase its revenue per MW. If Jalapeno doesn't do well, they will still get a lot of financing and backstops from NVIDIA, as Jalapeno is scaring NVIDIA.
@sama wins even if their chip loses.
来源：@SemiAnalysis_ · x.com