The Changelog: Software Development, Open Source
You'll rent chips and be happy (Friends)
Zac Smith
But they have these huge things where then they go and then they just sell the chip one time. And increasingly, you know, they're competing against, I believe, their biggest customers, hyperscale clouds, which are also making their own chips. But they have a nice, juicy recurring revenue model. So they get to make money on those chips every day or for years and years and years.
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