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21min chapter
Dylan Patel & Jon (Asianometry) – How the Semiconductor Industry Actually Works
Dwarkesh Podcast
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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