All-In with Chamath, Jason, Sacks & Friedberg cover image

Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller

All-In with Chamath, Jason, Sacks & Friedberg

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The AI Chip Revolution

This chapter explores the rapid advancements in AI chip technology, focusing on the new MI355 chip with its impressive 185 billion transistors. The discussion highlights the challenges and opportunities of U.S. semiconductor manufacturing, including workforce development and the complexities of scaling production. Additionally, it examines the importance of chip diversity and the evolving role of AI across various sectors, foreshadowing its potential impact on consumer devices and technology leadership.

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