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Dylan Patel & Jon (Asianometry) – How the Semiconductor Industry Actually Works

Dwarkesh Podcast

CHAPTER

Future of Semiconductors and AI Training

This chapter explores the evolution of training regimes in the semiconductor and AI sectors, emphasizing scalability and data center capacities globally. It discusses significant investments by major tech firms in data infrastructure, the growing demand for GPUs, and projections for computing power advancements. Additionally, it addresses the complexities of chip production, market dynamics, and the potential obstacles in the rapidly changing semiconductor landscape.

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