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Intel and the US Semi Future, Will Any Big Tech Incumbents Lose in an AI World?, Questions on Tea, Grok, and The Ringer

Sharp Tech with Ben Thompson

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Navigating the Semiconductor and Cloud Computing Landscape

This chapter explores Intel's outsourcing history and current manufacturing state while discussing the competitive dynamics of the tech industry amid the rise of AI. It highlights Google's strategic growth in the Cloud Computing sector and its operational advantages, illustrating a promising outlook for Google Cloud Platform against a backdrop of increased capital expenditures.

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