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Nvidia’s Rise, Intel’s Fall, and the Chips in Between — ft. Patrick Moorhead

Prof G Markets

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Navigating the Chip Industry

This chapter explores the intricate dynamics of the chip industry, highlighting the roles of key players like NVIDIA, AMD, TSMC, and Intel. It also delves into the evolution of chips, particularly the rise of GPUs in AI, and the shift towards specialization in semiconductor design.

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