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Gotta give it to Nvidia and TSMC. In the big AI race, they’re the ones with real moat and no serious competition. No matter who wins, they’ll need those sweet
by nojvek 3y ago
Gotta give it to Nvidia and TSMC. In the big AI race, they’re the ones with real moat and no serious competition.
No matter who wins, they’ll need those sweet GPUs and fabs.
- Yujf 3y agoIts the good old "in a gold rush, sell shovels"