Comment by chris_money202
4 hours ago
Microsoft, Google, and Amazon also do this, but they also have the hyperscaler datacenter infrastructure to host the chips. Designing and taping out the chip is one thing, packaging, cooling, deploying, powering, and managing the fleet is another stack entirely. Wonder where that will come from?
Don't forget Stargate.
Update: Somebody on Twitter said it's going to be hosted 50/50 at Microsoft and Oracle.
I forgot Stargate