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.
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.