An excellent mid-July morning to you! From the world of HPC-AI, we offer a quick (7:22) review of recent developments, including:
– SemiAnalysis on the business of AI: GPUs, neoclouds, inference providers, applications
– 2nm fab race update: TSMC, Intel, Samsung aim to ship this year
– Intel Foundry Services external customers
– Nvidia’s monster valuation reaches another milestone: a trillion here, a trillion there!
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