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All Things Semiconductor Investing w/ @FoolAllTheTime (Episode 51)

Value Hive Podcast

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Is Moore's Law Really Dead?

Google's TPU saved them tens, maybe tens of billions. It was like football fields worth of data centers that they would have had to buy without it. Moore's law has broken down and it was doubling every two years. What's going to be needed is just is mine blowing. And we're still in the early innings of this.

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