the two physical constraints that in Gavin's view will dictate the next phase of AI. On power, he thinks the near-term shortage starts to ease in 2027 and 2028 as new sources of energy come online, and that orbital compute solves it in the long term. On wafers, he explains what is different this time from the dotcom bubble and why TSMC's capacity decisions may be the single most important variable to watch.
The more the economies are interlinked, the less likely there is a conflict. So all of this underscores the importance of TSMC Arizona Samsung Intel broadly as well as startup fab projects.
2mo ago
Underscored — save the words that stop you in your tracks.
