alt Hacker NewsAs a silver lining, it seems like we're hitting a huge compute limit everywhere we go due to TSMC's reluctance to scale. If demand for intelligence continues to stay high, an opportunity opens up to challenge Nvidia and Nvidia run kernels/models.
As a silver lining, it seems like we're hitting a huge compute limit everywhere we go due to TSMC's reluctance to scale. If demand for intelligence continues to stay high, an opportunity opens up to challenge Nvidia and Nvidia run kernels/models.
if you were a company on an island threatened by a billion-peopled country and your primary support was a senile corrupt democracy, would you feel like you could just roll the dice on bringing more factories into the world?