What's all the noise in the AI basement?

🔥 Will Nvidia be overtaken by the new AI players?

Michael Spencer

and

Claus Aasholm

Jun 04, 2024

∙ Paid

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."