Another “The Information” reporting debunked

GFHK’s Jeff Pu in today’s note says Meta is scaling back its in-house ASIC plans and instead of buying TPUs, it’s buying the AMD MI455X. Here is the information article that had meta was buying TPUs https://www.theinformation.com/articles/google-encroaches-nvidias-turf-new-ai-chip-push At this point I don’t understand whether they are incompetent or malicious. There are rumors around why they are using AMDs, which I am not going to get intro the details but tldr: it may stem from Jensen calling Zuck’s bluff last year.