I meant more “already in a data center,” though probably some in a warehouse, too.
I roll to disbelieve that the people who read Hacker News in Ft. Meade, MD and have giant budgets aren’t making some of the same decisions that people who read Hacker News in Palo Alto, CA and Redmond, WA would.
No clue if true, but even if true, but DARPA is not at all a comparable to Intel. Entity set up for very different purposes and engaging in very different patterns of capital investment.
Also very unclear to me why R&D is relevant bucket. Presumably buying GPUs is either capex or if rented, is recognized under a different opex bucket (for secure cloud services) than R&D ?
My claim isn’t that the USG is like running its own research and fabs at equivalent levels of capability to Intel or TSMC. It’s just that if a war starts, it has access to plenty of GPUs through its own capacity and its ability to mandate borrowing of hardware at scale from the private sector.
I meant more “already in a data center,” though probably some in a warehouse, too.
I roll to disbelieve that the people who read Hacker News in Ft. Meade, MD and have giant budgets aren’t making some of the same decisions that people who read Hacker News in Palo Alto, CA and Redmond, WA would.
I don’t think the budgets are comparable. I read recently that Intel’s R&D budget in the 2010s was 3x bigger than all of DARPA.
No clue if true, but even if true, but DARPA is not at all a comparable to Intel. Entity set up for very different purposes and engaging in very different patterns of capital investment.
Also very unclear to me why R&D is relevant bucket. Presumably buying GPUs is either capex or if rented, is recognized under a different opex bucket (for secure cloud services) than R&D ?
My claim isn’t that the USG is like running its own research and fabs at equivalent levels of capability to Intel or TSMC. It’s just that if a war starts, it has access to plenty of GPUs through its own capacity and its ability to mandate borrowing of hardware at scale from the private sector.