Comments on: Can SoftBank Be An AI Supercomputer Player? Will Arm Lend A Hand? https://www.nextplatform.com/2024/07/12/can-softbank-be-an-ai-supercomputer-player-will-arm-lend-a-hand/ In-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Thu, 25 Jul 2024 19:19:17 +0000 hourly 1 https://wordpress.org/?v=6.5.5 By: Michael Alan Bruzzone https://www.nextplatform.com/2024/07/12/can-softbank-be-an-ai-supercomputer-player-will-arm-lend-a-hand/#comment-227829 Mon, 15 Jul 2024 17:00:40 +0000 https://www.nextplatform.com/?p=144395#comment-227829 I will add, when the system of manufacture makes your product untenable and therefore obsolete. mb

]]> By: Michael Alan Bruzzone https://www.nextplatform.com/2024/07/12/can-softbank-be-an-ai-supercomputer-player-will-arm-lend-a-hand/#comment-227827 Mon, 15 Jul 2024 16:35:10 +0000 https://www.nextplatform.com/?p=144395#comment-227827 More and more, always that way really, the cadre of design manufacturers determine what to build on production economies of scale.

Who wants to build 10s of thousands or a few 100s of thousands when you can build millions optimizing the acquisition of inputs. driving down cost, maximizing margin, reducing if not eliminating business risk over the long run.

The work around has always been right sizing the manufacturing relationship if and when that resource in the presence of end customer ‘product demand’ which means utility, semi-custom and price premiums to make up for the margin lost in small scale production.

To do this requires a regional rethinking about what is craft, emulation and manufacture.

Mike Bruzzone, Camp Marketing

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