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A comment on Google tells employees it must double capacity every 6 months to meet AI demand. Parent comment
Even if you can make the chips, the power supply to run them is very unlikely to grow at that kind of pace.
Most of the demand seems to be driven to by a bubble strategy to sell dollar bills for $0 rather than $1.
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Even if you can make the chips, the power supply to run them is very unlikely to grow at that kind of pace.
Most of the demand seems to be driven to by a bubble strategy to sell dollar bills for $0 rather than $1.