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9min chapter
Nvidia’s Rise, Intel’s Fall, and the Chips in Between — ft. Patrick Moorhead
Prof G Markets
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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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode