AI Chip & Silicon Round-up 2026 | SemiAnalysis
"2026 will be a massive year for AI hardware no matter if GPUs, ASICs, or beyond, and I'm not sure we can still talk about an emerging industry." - SemiAnalysis Host [00:00:01]
"If Nvidia is Goliath, this company would be David. At least I'm sure that's what AMD would like to hear." - SemiAnalysis Host [00:02:16]
References
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