The great China/USA breakup
The David McWilliams Podcast
00:00
The Rise of GPUs and AI Chips
The rise of low power chips, which you need for cell phones. High power chips, guess what? They overheat. And then you had AI, which is now replacing a lot of applications. Now companies like NVIDIA are coming to the fore and Samsung and TSMC. The chip industry fragmented different kinds of chips, low power chips and AI chips,. All these different things became important; it wasn't just one single, advanced CPU that does everything.
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