P Equity Research 📰(@pequityresearch):CLSA Research says the AI chip shortage will last till 2030 with ASICs and GPUs undersupplied by 73% currently. > Small language models like Muse, Kimi K3 can drive broader AI adoption with Muse doing the best work. > 2030 estimate of 70-130GW of AI usage. Via @CNBC $NVDA $AMD $GOOGL $AMZN

P Equity Research 📰

@pequityresearch

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P Equity Research 📰@pequityresearch

2026.09.23 22:05

CLSA Research says the AI chip shortage will last till 2030 with ASICs and GPUs undersupplied by 73% currently. > Small language models like Muse, Kimi K3 can drive broader AI adoption with Muse doing the best work. > 2030 estimate of 70-130GW of AI usage. Via @CNBC $NVDA $AMD $GOOGL $AMZN