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26min chapter
Dylan Patel & Jon (Asianometry) – How the Semiconductor Industry Actually Works
Dwarkesh Podcast
Navigating the Evolving GPU Landscape
This chapter analyzes the current trends in the GPU market, focusing on H100 models and the transition towards a buyer's market. It explores the challenges and strategic choices companies face in building and operating large-scale compute clusters, emphasizing the financial and environmental implications of their operations. Additionally, the conversation tackles the future of the semiconductor industry, including advancements in AI capabilities and the necessary investments to meet evolving technological demands.
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Discover
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