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13min chapter
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
The Evolving AI Semiconductor Landscape
This chapter examines the competitive environment of AI semiconductors, contrasting Amazon's chip strategy with NVIDIA's. It discusses the implications of Amazon's supercomputer and explores future trends, including custom ASIC development and hyperscaler impacts. Emphasizing the need for continuous model improvement and investment in a shifting landscape, the chapter highlights the challenges faced by key players like Broadcom and Marvell.
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