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“Low tens of thousands of people working at NVIDIA…” — Dwarkesh Podcast at 10:48

“Low tens of thousands of people working at NVIDIA designing GPUs specialized for AI. I think there's more like 70,000 people at TSMC, which is the leading producer of cutting-edge chips. There's a lot of additional people at companies like ASML that supply them with the tools they need. And then a company like…”

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