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Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
Nvidia’s $5 billion investment in Intel is one of the biggest surprises in semiconductors in years. Two longtime rivals are now teaming up, and the ripple effects could reshape AI, cloud, and the global chip race. To make sense of it all, Erik Torenberg is joined by Dylan Patel, chief analyst at SemiAnalysis, joins Sarah...
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