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A comment on I'm Not Convinced the AI Bubble Exists. Parent comment
All of the fabs are over-booked. Where do you get allocation to print the next 10 GW of chips to replace the current ones?
And except Anthropic, all the other AI labs are producing their own specialized AI chips. They are the next tech
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All of the fabs are over-booked. Where do you get allocation to print the next 10 GW of chips to replace the current ones?
And except Anthropic, all the other AI labs are producing their own specialized AI chips. They are the next tech