chip availability
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement May 21, 2024 by Brian Janous · across every show →
Everything said about chip availability, oldest first
May 21, 2024
Janus: Power availability, not chip supply, is the primary constraint for AI
“Absolutely power. Absolutely. I think, you know, six to 12 months ago, I think a lot of the companies were concerned about chip availability, but I think everyone has come around to realize that that is not going to be the biggest constraint.”