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4min chapter
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
Intro
This chapter delves into the recent investments by major tech companies in data centers and their impact on the semiconductor industry. It discusses the implications of enhanced computational capabilities driven by AI and the historical challenges of scaling within the sector.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode