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2min chapter
Dollar General Shares Sink, Nvidia Earnings
Bloomberg Intelligence
The Competitive Dynamics of Chip Manufacturing and AI's Impact
This chapter examines the rise of hyperscalers like Microsoft, Google, and Amazon in chip manufacturing, highlighting their efforts to create bespoke chips that still lag behind NVIDIA's GPUs in performance. It underscores the transformative role of AI in tech, likening its impact to that of the internet and electricity.
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Listen to the best highlights from the podcasts you love and dive into the full episode