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in-house chips

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Jun 24, 2024 by David Luan · across every show →

Everything said about in-house chips, oldest first

Jun 24, 2024
Assertion Supported
Luan: Every major cloud and LLM provider is developing custom chips
“Every one of the major clouds is working on And every major LLM provider is working on a strategy to have their in-house chips because that way they have better margins.”
David Luan Jun 24, 2024 ▶ 24:37 David Luan: Why Nvidia Will Enter the Model Space & Models Will Enter the Chip Space | E1169 · 20VC with Harry Stebbings
Jun 1, 2026 neutral
Assertion Supported
Foody: Most frontier AI labs are building in-house chips
“Most of the labs are building in-house chips.”
Brendan Foody Jun 1, 2026 ▶ 52:17 Mercor CEO: Why Application Layer Companies Have No Moat & The Cost of Hiring AI Researchers · 20VC with Harry Stebbings
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