Breaking down the supply chain of hyperscaler AI custom chip development
Hey Chris! I myself track the semiconductor space from GPU’s to XPU’s. I’m also intrigued by the CapEx the Hyperscalers are doling out and when if ever the still stop. I subscribed to your page, would be great if you could do the same for me! Thx.
Thank you. Fixed.
Hey Chris! I myself track the semiconductor space from GPU’s to XPU’s. I’m also intrigued by the CapEx the Hyperscalers are doling out and when if ever the still stop. I subscribed to your page, would be great if you could do the same for me! Thx.
Thank you. Fixed.