chipmakers
also referred to as: chip makers
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 24, 2024 by David Luan · across every show →
Everything said about chipmakers, oldest first
Jun 24, 2024 bullish
Luan: Vertical integration pressure will merge model builders and chip makers
“That's my expectation. To me, like what's interesting about AI from a business side, right, is like it forces the question of like, what Companies or offerings are going to be bundled or integrated and which ones are going to get unbundled. And I actually thin…”