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8min chapter
Dylan Patel & Jon (Asianometry) – How the Semiconductor Industry Actually Works
Dwarkesh Podcast
Navigating the Evolving GPU Market
This chapter examines the current GPU market dynamics, particularly with H100 GPUs, focusing on leasing trends that indicate a shift towards a buyer's market. It also explores the strategic and logistical challenges companies face in building GPU clusters, alongside the intricate balance of energy consumption and efficiency in data centers.
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