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It is interesting how at this point in time the OpenAI -> Nvidia -> TSMC -> ASML tech stack is effectively single source all the way down. We haven't really se
by wskish 3y ago
It is interesting how at this point in time the OpenAI -> Nvidia -> TSMC -> ASML tech stack is effectively single source all the way down. We haven't really seen anything like that in the prior semiconductor, internet, and mobile tech waves.