prediction claim
Large AI players may build compute internally or buy from AMD to negotiate better Nvidia pricing, while seeking aggregate capacity and some control.
Unidentified speaker · Frontier Chips for Frontier AI Labs, with Walter Goodwin, Founder/CEO of Fractile · 2 Oct 2026
In their words
The transcript segments this claim was taken from
“I think it is this kind of gamesmanship of, you know, can we build some of this over here, or can I buy something from AMD so that maybe I then get a better price from Nvidia and so on, and a play also for kind of aggregate capacity and a bit of control.”Play from 32:30Report a misattribution
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