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Vikram Sekar
@vikramskr
Independent Semi Research: Substack: Podcast: NFA. DYODD
Joined November 2020
1.3K Following    26.5K Followers
We can run out of chips, power, or money, to fund the AI buildout.
The CEOs of Intel and Broadcom warn that access to capital, not chip or memory shortages, could become the biggest bottleneck for the AI boom.