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Dylan Patel & Jon (Asianometry) – How the Semiconductor Industry Actually Works

Dwarkesh Podcast

CHAPTER

Dynamics of the Semiconductor Industry

This chapter examines the intricate dynamics of the semiconductor industry, highlighting NVIDIA's strategies and the contrasting data center approaches in the US and China. It discusses the implications of geopolitical tensions, sanctions, and the impact on chip manufacturing capabilities, particularly in China. The conversation further explores the delicate balance between centralized and decentralized AI development, addressing the challenges and innovations arising from these frameworks.

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