Mandeep Singh

But to my mind, you don't need a big training cluster for EDA software.

That's not, I think, the essence of what they're doing here.

It's more to do with just strengthening the relationship with their suppliers.

And some of these could be M&A plays.

I mean, who knows?

And that's where I think having stakes just give them some skin in the game.

Cyber Monday is one of those days where people really load up their carts all weekend and then sometimes wait for the final minute to push the buy button.

Yeah, that's a great question.

And actually, there's a lot of talk about consumers being cautious.

So I'm curious to see how it plays out.

There's a lot of mixed signals going into this holiday shopping season, even more so than a typical one.

Yeah, it was a little bit of a play with that with David and Goliath.

I mean, they are really going after data center capacity right now.

And the way they are doing it is by diversifying their supplier base.

So it's not just relying on NVIDIA, which everyone does right now for compute, but really leveraging Broadcom, which is a custom silicon maker.

So think about NVIDIA giving you a generic chip where you can run your AI workloads, whether it's training or inferencing.

custom silicon is used just for uh you know the specific workload that open ai has to run for its proprietary model so no one else has any benefit of using a custom silicon because open ai is not looking to sell its own chips to compete with nvidia it's looking to use its chips for its own chat gpt app or any other custom app that it has developed in-house

And Google is a prime example of what a custom silicon looks like because they have their own TPUs, which when you compare it to NVIDIA GPUs is more customized in nature, but it does a terrific job of running YouTube or any other AI workloads that Google wants to run on its chips.

So that's what OpenAI is doing.

And it has a tremendous cost advantage because it costs a lot lower than the NVIDIA price tag of $30,000 on average for a GPU.