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Episode 35: What Nvidia's CFO is Wearing, EDA, Middle East Talk

Transistor Radio

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Navigating the Semiconductor Landscape

This chapter explores the multifaceted challenges facing the semiconductor industry, including supply chain issues, geopolitical tensions, and power supply constraints. It examines a significant deal between the U.S. and Middle Eastern entities regarding GPU production and power generation, touching on its implications for AI technology and international partnerships. The discussion also highlights broader workforce dynamics and the evolving role of technology in education.

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