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17min chapter
Dylan Patel & Jon (Asianometry) – How the Semiconductor Industry Actually Works
Dwarkesh Podcast
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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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode