GPU Demand Surge
The conversation highlights the monopolistic nature of the semiconductor industry, particularly with TSMC and ASML, which stifles production growth despite skyrocketing demand for GPUs. As the demand continues to rise due to the unique properties of GPUs, industries are caught in an arms race, leading to an exponential increase in GPU requirements while supply struggles to keep pace.In this clip
From this podcast
The Hard Part with Evan McCann
John Yue from Inference.ai
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