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AI Promise and Chip Precariousness

Stratechery

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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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