Export controls on US companies has denied them the largest single market for chips, which would have been business critical had it not been for the race for AGI by the MAG7, which might turn out to a canonical example of speculative overcapacity. If AI has hit the scaling wall, then peak NVIDIA is already behind us.
Export controls on US companies has denied them the largest single market for chips, which would have been business critical had it not been for the race for AGI by the MAG7, which might turn out to a canonical example of speculative overcapacity. If AI has hit the scaling wall, then peak NVIDIA is already behind us.