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How OpenAI uses complex and circular deals to fuel its multibillion-dollar rise

(www.nytimes.com)
387 points reaperducer | 1 comments | 31 Oct 25 13:03 UTC | HN request time: 0s | source
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SubiculumCode ◴[31 Oct 25 14:14 UTC] No.45772210[source]▶
Given that AI is a national security matter now, I'd expect the U.S.A to step in and rescue certain companies in the event of a crash. However, I'd give higher chances to NVIDIA than OpenAI. Weights are easily transferrable and the expertise is in the engineers, but ability to continue making advanced chips is not as easily transferred.
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embedding-shape ◴[31 Oct 25 14:16 UTC] No.45772241[source]▶
Why is ML knowledge "in the engineers" while chip manufacturing apparently sits in the company/hardware/something else than the engineers/humans?
replies(6): >>45772325 #>>45772346 #>>45772355 #>>45772369 #>>45772507 #>>45772729 #
1. thesz ◴[31 Oct 25 14:44 UTC] No.45772507[source]▶
Chip manufacturing is extremely time consuming, especially when we are talking about masks for lithography.

The rights on masks for chips and their parts (IPs) belong to companies.

And one definitely does not want these masks to be sold during bankruptcy process to (arbitrary) higher bidders.