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Based on Dylan Patel’s SEMI Industry Strategy Symposium (ISS): Tokens to Infrastructure presentation, one of the most important themes is the emergence of the AI Economic Stack, where every layer of artificial intelligence—from semiconductor manufacturing to cloud infrastructure, model providers, and applications—is… Read More
Among several topics dominating news streams these days, giant datacenters are a leading theme. They point to an AI-centric future while raising real concerns about sustainability and scalability. Certainly land, power and water demand are very present concerns for most of us, witness growing pushback against building new… Read More
