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8min chapter
#69 – Jon Y (Asianometry) on Problems And Progress in Semiconductor Manufacturing
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The Costs and Options for AI Companies to Buy or Rent Hardware
This chapter discusses the costs and options for AI companies when it comes to acquiring hardware for their operations, debating the benefits of buying chips and running them on their own servers versus relying on cloud providers. It also explores the evolution of chip technology, specifically the shift from CPUs to GPUs and the significance of this shift in enabling the growth of neural networks.
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