invest4 distinct publishers
OpenAI's first chip beat merchant silicon in 16 months. The moat was never the fab
Jalapeno's lead is measured against last generation and the volumes are tiny, but a first-pass ASIC clearing Nvidia, AMD and Google parts reprices the design barrier, not the supply chain.
Publishers:cryptopolitan.comnewsletter.semianalysis.comproactiveinvestors.comseekingalpha.com
Perspective Coverage
4 publishers- Builder
- Builder 31%
- Operator
- Operator 29%
- Investor
- Investor 40%
Reality