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4min chapter
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
AMD vs NVIDIA: The Semiconductor Showdown
This chapter explores the competitive dynamics of the AI semiconductor industry, focusing on AMD's strengths and weaknesses in comparison to NVIDIA. It highlights AMD's engineering challenges, reliance on hyperscalers for software development, and the tempered expectations for its revenue growth amidst stiff competition.
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Discover
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