A few weeks ago, I listened to Dwarkesh Patel’s interview with Jensen Huang. It’s a great interview and one I recommend listening to if you haven’t already. In it, Jensen said chip-side bottlenecks will be resolved in two or three years. The bottleneck he’s more worried about is energy, and specifically he calls out his concern over the shortage of plumbers and electricians.
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Was a pleasure speaking with you!
Very insightful. Have you also looked at the innovations in the physical layer of AI infrastructure?