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3 days ago
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History is a complex system. There was a chip war in the ’80s between the U.S. and Japan. Now we’re witnessing a new one between the U.S. and China. This time at the geopolitical level. At the micro level, a new wave of companies is designing their own chips, well beyond Nvidia, the usual suspect. More competitors, and more powerful than in the ’80s.
I never get tired of recommending Andrew Grove’s Only the Paranoid Survive to any entrepreneur or investor. It’s a down-to-earth account of Intel’s life and crises, written from the inside by its top CEO. That period has been dissected by academics, but Grove’s version remains human and instructive.
If I were a fundamental investor now, I would be reading history in contrast, outside the AI echo chamber, and reviewing pearls in HN posts like these:
- Expanding Our Use of Google Cloud TPUs and Services
- Alphabet tops $100B quarterly revenue for first time, cloud grows 34%
- AMD Could Enter ARM Market with Sound Wave APU Built on TSMC 3nm Process
- NextSilicon reveals new processor chip in challenge to Intel, AMD
You can check yourself the number of companies working in the field with prompts like Please list the companies competing with NVIDIA in AI acceleration for model training and inference.
