P Equity Research ๐ฐ
@pequityresearch
Research ๐ & News ๐๏ธ | Semiconductors & Tech | Research & discord in substack | For China focused research:
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April 2023
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"AI capex build will continue as is because, for one, all of these things we spoke about are very difficult to implement."
More safety = more compute
Via @semidoped
