
My takes on Dwarkesh's chip questions
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A newsletter exploring how developments in chip manufacturing impact the AI race
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Dormant Last read · last published · next check
Read 11 days ago and current, but nothing has been published for 23 months.

If you like a podcast enough you can just invite yourself!

H100s make up less than 5% of TSMC's fabrication capacity, so what is it?

Nvidia's market share is safe, but it is closer than you think!

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