There wasn’t going to be enough copper before AI.
19 September, 2025
Chips & Infra
Nvidia, AMD, Intel, Supermicro and the kit that builds the AI stack — Clem on the picks-and-shovels names.
- I’ve argued all year that Intel wasn’t a dead dog, it was a strategic asset.19 September, 2025
- My AI thesis is this computing revolution will boil the oceans as the demand for the end product: intelligence, has no limit.16 February, 2024
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