If people are really as desperate to spend money on AI infrastructure as a lot of industry analysis think they are, high TCO is probably not going to scare them off.
Personally, I think this is a bad bet, and people should be more TCO sensitive, but I'm not sure we're seeing that play out in the market right now.
I like this theory, but what about the TCO given limited SRAM? How does it act as a standin when CoWoS/HBM dries up for whatever reason.
If people are really as desperate to spend money on AI infrastructure as a lot of industry analysis think they are, high TCO is probably not going to scare them off.
Personally, I think this is a bad bet, and people should be more TCO sensitive, but I'm not sure we're seeing that play out in the market right now.
Agreed. Thanks.