
AI Promise and Chip Precariousness
Stratechery
00:00
Strategic Interventions for U.S. Semiconductor Strength
This chapter outlines a strategic plan aimed at bolstering the U.S. semiconductor industry, specifically through the lens of Intel's x86 chip business. It emphasizes the necessity of subsidies and support for domestic chip manufacturers while considering the potential spinoff to companies like Broadcom or Qualcomm, advocating for open-sourced technology to drive growth in the AI sector.
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