Why an H100 is worth more today than 3 years ago

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

Robots and Taiwan risk

2:24:16