custom chipsets

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 22, 2026 by Jerry Murdock · across every show →

Everything said about custom chipsets, oldest first

Aug 22, 2026 bearish
Opinion
Murdock: Building Custom Chips Is the Wrong Long-Term Path for AI Companies
“Look, actually owning the chip is going the wrong way long term. Short term, it makes sense for larger companies, because they want to optimize chipsets for models.”
Jerry Murdock Aug 22, 2026 ▶ 28:36 The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock
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