Vikram Sekar
@vikramskr
Independent Semi Research:
Substack:
Podcast:
NFA. DYODD
参加 November 2020
1.3K フォロー中 26.5K ファン
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.
