Fractile’s Walter Goodwin says in-house chips can pressure Nvidia pricing

What was said

""There's a bit of a joke today that the sort of first party efforts their primary purpose is to reduce the price that people pay Nvidia. And there may be some truth to that as well because those efforts are kind of architecturally quite similar, right?""

Walter Goodwin, founder and CEO of Fractile, argues that some hyperscalers’ in-house AI chip programmes can function as commercial leverage against Nvidia. He says these chips may be architecturally similar to existing options, making them more about supply diversity, capacity and negotiating position than new capabilities.