AI’s Strange Bedfellows & Divisions in DC 07/10/24
Squawk Pod
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Alliances and Implications in the Semiconductor and Data Center Industries for AI Computing Power
The chapter explores the alliances forming between key players in the semiconductor and data center industries for AI computing, such as Microsoft, Apple, Elon Musk, Oracle, and NVIDIA. It delves into the financial and strategic consequences of these partnerships on business models, cost structures, and potential monopolistic power within the industry.
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