AI Compute Hardware
topic on 2 shows · 2 statements across 2 episodes
2 statements about AI Compute Hardware, every show
Power bottlenecks give the highest-performance compute hardware extreme pricing power
“So as long as power is a governor, the best products are going to win irrespective of price and have crazy pricing power.”
Chamath: Most AI hardware shipped to Asia is used by Chinese groups
“It is implausible that if you did one or two layers of work, you would not find that most of this traffic is being used by Chinese organizations. That may be okay. And that's a decision that the United States government should make, but it's something that, th…”