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TBPN Assertion Contradicted
Kim: Hyperscalers are locking in three-to-five-year CPU supply contracts
“We have Dell, AMD Intel CFO talked about, they're talking about three to five year locked, locked in supply contracts from hyperscalers.”
Tae Kim Mar 30, 2026 ▶ 14:36 FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race
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