Hey Everyone,
OpenAI has built its first AI chip with Broadcom and TSMC. Speaking of TSMC, a Bloomberg original recently caught my attention that is a short video:
“Taiwanese companies manufacture about 90% of the world’s AI servers. So how did the island democracy get here and what does the growing threat of conflict with Beijing mean for AI’s future?”
TSMC and Taiwan gain importance in AI Chip even as BigTech Capex Increases
In this article I obsess over OpenAI news and analyze BigTech capex in AI and its possible outcomes.
I try to imagine what BigTech is becoming via the conduit that is Generative AI
I also think more deeply about things like “American exceptionalism” and the rise of Tycoon capitalism and the end-game of the on-ramp to higher capex spending.
I mention many pertinent BigTech earning snippets at it relates to AI and what Generative AI does for BigTech in the long-run.
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