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AI Chip Economics - What's Inside, Who Builds it, & Who Pays episode artwork

EPISODE · Sep 7, 2026 · 1H 4M

AI Chip Economics - What's Inside, Who Builds it, & Who Pays

from That's Girl Code · host thatsgirlcode

Eden and Ellen break down the economics of AI chips. They talk through how a chip actually gets made (wafers, logic dies, HBM memory), why one company in Taiwan (TSMC) manufactures nearly every advanced chip on Earth, and why NVIDIA's record-breaking quarter might be propped up by companies investing in each other in a circular loop.

Episode metadata supplied by the publisher feed · Published Sep 7, 2026

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AI Chip Economics - What's Inside, Who Builds it, & Who Pays

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