Locator: 48727AI.
Note: Perplexity has just launched a new AI web browser. Link here.
Data centers:
Also from Beth, link here with regard to Broadcom (AVGO):
Again: inference demand.
From earlier this year, note the reference to inference demand. Link here. Tag: M5. Apple. AMD.
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Nvidia and Microsoft
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US Economy
Fifty largest US publicly traded companies.
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The Book Page
The Story of Semiconductors, John Orton, c. 2004.
Yuval Noah Harari was recently in the news again. Link here.
Yuval needs to look at John Orton's 2004 book on semiconductors.