If Huawei Had TSMC Access
2:23:14–2:24:29 · 75s
Dylan argues Huawei could plausibly outpace NVIDIA if it still had leading-edge TSMC access, citing Huawei’s strengths across software, networking, research, and vertical integration.
2:23:14–2:24:29 · 75s
Dylan argues Huawei could plausibly outpace NVIDIA if it still had leading-edge TSMC access, citing Huawei’s strengths across software, networking, research, and vertical integration.
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