“I mean, fabs take, what, like a decade or sort of build?…” — Dwarkesh Podcast at 34:54
“I mean, fabs take, what, like a decade or sort of build? So given the ones we have now and the ones that are going to come online in the next decade, is there enough to sustain $100 billion of GPU compute if you wanted to spend that on a training run? Yes, you definitely make the $100 billion run. As you go up to a…”
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