The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations
All-In with Chamath, Jason, Sacks & Friedberg
The Intensifying GPU Demand and Competitive Dynamics in AI
This chapter explores the surging demand for GPUs, particularly in China, and the resulting shortage that poses challenges for companies. It also examines the competitive pressures within AI development, emphasizing the need for investment in new architectures and the complexities of adapting to advanced technologies.
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