“So there's a lot of room. And most of that was not AI…” — Dwarkesh Podcast at 33:36
“So there's a lot of room. And most of that was not AI chips. They have a large gaming segment. There are data center GPUs that are used for video and the like. So there's room for more than an order of magnitude increase by redirecting existing fabs to produce more AI chips. And they're just actually using the AI…”
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