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AI in 2025 – Infrastructure, investment & bottlenecks with Dylan Patel

Azeem Azhar's Exponential View

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Semiconductor Market Insights

This chapter examines the current trends and future outlook of the semiconductor market, emphasizing developments like Amazon's Tranium chips and the growing number of companies in the GPU cloud space. It discusses the increasing capital expenditures among major tech firms and the potential for strategic shifts in market dynamics. Additionally, the chapter explores the challenges faced by key players regarding supply chain capacities and their implications for industry growth.

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