A Gut Check on Intel and Nvidia with Asianometry, Fabricated Knowledge, and SemiAnalysis
ChinaTalk
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Tech Titans: Chips, Gaming, and Strategic Shifts
This chapter humorously explores Anne Kelleher's impact in the tech industry, especially regarding a new chip release from Intel. The discussion covers gaming desktops, the Chips Act, and the evolving relationships between major players like Intel, TSMC, and NVIDIA, emphasizing innovation and funding dynamics. It also contrasts the personalities of tech leaders and examines how AI and infrastructure advancements are reshaping corporate strategies.
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