3 ms·
Here's the thing - compute/semiconductors will be the substrate for superintelligence. If you believe AGI/ASI is imminent, the demand curve for compute will fa
by shreezus 2y ago
Here's the thing - compute/semiconductors will be the substrate for superintelligence.
If you believe AGI/ASI is imminent, the demand curve for compute will far exceed supply for the foreseeable future.
(Disclaimer: I am heavily biased, as a longtime investor in Nvidia + semiconductors, since 2014+).