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What's all the noise in the AI basement?
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What's all the noise in the AI basement?

🔥 Will Nvidia be overtaken by the new AI players?

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Claus Aasholm's avatar
Michael Spencer
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Claus Aasholm
Jun 04, 2024
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What's all the noise in the AI basement?
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Image Credit: Josh Brown, the Compound.

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A guest post by
Claus Aasholm
Spending my time dissecting the state of the semiconductor industry and the semiconductor supply chain one bit at a time. The Semiconductor supply chain works as a time machine: "Your future might be somebody else's past."
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