Apple Watch Import Ban, Intel’s Foundry Business, and OpenAI’s Valuation 12/26/23
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Competition and the Impact of AI Applications on the Semiconductor Business
This chapter explores the potential effects of AI applications on the semiconductor industry, including competition from established companies and startups, the shortage of GPUs, and the high cost of chips. It also discusses the possibility of companies like open AI developing their own chips and the potential competition for NVIDIA and AMD.
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