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Andrew Feldman: Cerebras and AI Hardware
The Gradient: Perspectives on AI
Is There a Call Out for Advanced Semiconductor Manufacturing?
On July 27th, we saw Congress passed the Tips and Science Act to spend $280 billion. And so I'd love to hear your thoughts on what this political attention means for you as somebody trying to build AI accelerators. You could marry that to the government's recent action limiting NVIDIA's ability to sell chips in China. Yes, yes. Look, the US government made an egregious industrial strategy error 15 years ago, and when it failed to protect its domestic fab industry.
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