TCO, yes. Raw performance, not necessarily. TCO will attack NVDA's margins. When Meta last wrote about their cluster it was presented as power equivalent to X NVDA chips. They are already bringing their own chips into the mix.
TCO, yes. Raw performance, not necessarily. TCO will attack NVDA's margins. When Meta last wrote about their cluster it was presented as power equivalent to X NVDA chips. They are already bringing their own chips into the mix.