Episode #104 from 2:24:16
Robots and Taiwan risk
People
Topics
Why an H100 is worth more today than 3 years ago
0:00
Nvidia secured TSMC allocation early; Google is getting squeezed
24:52
ASML will be the #1 constraint for AI compute scaling by 2030
34:34
Can't we just use TSMC's older fabs?
55:47
When will China outscale the West in semis?
1:05:37
The enormous incoming memory crunch
1:16:01
Scaling power in the US will not be a problem
1:42:34
Space GPUs aren't happening this decade
1:54:44
Why aren't more hedge funds making the AGI trade?
2:14:07
Will TSMC kick Apple out from N2?
2:18:30
2:24:16