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E62: Wing's Chris Zeoli on AI Infrastructure Opportunities

"Turpentine VC" | Venture Capital and Investing

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AI Infrastructure Rivalry: NVIDIA vs AMD

This chapter examines the competitive dynamics in AI infrastructure, focusing on NVIDIA's performance edge over AMD and the strategic maneuvers of hyperscalers like Google and Amazon. It also highlights the critical role of security in enterprise cloud solutions and the different strategies major tech companies are employing to maintain competitiveness in this evolving market.

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