semiconductor companies

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Dec 23, 2024 by Dylan Patel · across every show →

Everything said about semiconductor companies, oldest first

Dec 23, 2024 negative
Insight
Patel: Semiconductor companies lack the engineers needed for rack-scale systems
“Building a chip is one thing, but building many chips that connect together, cooling them appropriately, networking them together, making sure that it's reliable at that scale is, is a whole host of problems that semiconductor companies don't have the engineer…”
Dylan Patel Dec 23, 2024 ▶ 10:44 AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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