Elon Musk told Ron Baron he's building a chip that will be 2 to 3 times better than NVIDIA - at 10% of the cost
- Thread starter soAsian
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coldsolder215
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Yeah I remember when I was new to the game and didn't know what I didn't know and assumed I could do whatever I wanted without repercussion. Got laid off 3 years later.
10% of the cost, or 10% of the price? Nvidia's gross margins on GPUs are at least 75%... I hope Musk uses more precision in his mental physical design than his bravado statements.
It is also interesting to ask, where are the EUV machines coming from? All of the other fab machinery necessary from back-ordered companies like Applied Materials, Lam Research, KLA, Tokyo Electron? And it's all going to be up and running in three years? With a team that probably hasn't worked together before? Color me skeptical.
Maybe there is one way... Musk could acquire IFS from Intel.
It is also interesting to ask, where are the EUV machines coming from? All of the other fab machinery necessary from back-ordered companies like Applied Materials, Lam Research, KLA, Tokyo Electron? And it's all going to be up and running in three years? With a team that probably hasn't worked together before? Color me skeptical.
Maybe there is one way... Musk could acquire IFS from Intel.