AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner
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Englishis scaling dead then why is Mark Zuckerberg building a 2 gwatt Data Center in Louisiana right why is why is
Amazon building these multi- gigawatt data centers why is Google why is Microsoft building multiple gigawatt
data centers plus buying billions and billions of dollars of fiber to connect them together because they think hey I
need to win on scale so let me just connect all the data centers together with super high bandwidth so then I can make them act like one data center right
towards one job right so this is this this whole like is scaling over narrative F falls on its face when you
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