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7min chapter
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
AI Semiconductors and Memory Dynamics
This chapter explores the evolving landscape of AI semiconductors, particularly the rising demand for memory driven by complex high-volume inference models like Llama 7B. It analyzes the competitive interplay between high-bandwidth memory and traditional server memory, while discussing key industry players and their strategic responses to market pressures.
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Discover
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