semiconductor performance
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Dec 12, 2024 by Ty Mitchell · across every show →
Everything said about semiconductor performance, oldest first
Dec 12, 2024 bearish
Mitchell: Power, water, and heat will halt 2x-3x compute scaling cycles
“Where the drive to increased performance. You know, whatever, two to three times every two, three, four years. We're not going to be able to do that just because drawing power and water to the site and then getting the parts to run with this heat buildup, and …”