Dylan Patel, Doug O'Laughlin, Jon from Asianometry and I all chat the biggest semiconductor stories of the year. We get into energy demands for datacenters, Intel, Samsung, Nvidia, SMIC, Huawei, Deepseek and the rise of ChatGPT.
Outtro music: Sabicas, Carcelera (Reflejo Andaluz) https://www.youtube.com/watch?v=L2_nX21D8Go
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