Jul. 3 at 7:38 PM
$CBRS Actually it’s not bad news at all. Why?
1. CBRS isn’t just selling chips, they sell an integrated system and customers buy the entire platform.
2. Jalapeño is optimized for OpenAI. Enterprises, Government, Defense etc will still need independent compute vendors.
3. CBRS competes on speed. Even if Jalapeño is cheaper internally for OpenAI, it won’t necessarily match CBRS on performance metrics.
4. OpenAI remains a CBRS customer, with a multi year compute relationship. So OpenAI isn’t replacing CBRS with Jalapeño, it’s just diversifying within it’s infrastructure as it scales.
And yes, ChatGPT helped me out with this info.
The real bad news would be if CBRS fails to win new enterprise and sovereign AI customers. That has yet to to be seen.
Ignore the FUD!