Intel 18A might well be the most advanced process technology ever devised by humans, with an Intel product manager telling me that the tech involved in etching the image of the processors in question is the equivalent of a person standing on the Moon with a laser pointer and hitting the tip of someone’s outstretched finger at sea level on Earth.
By now, everyone should know the aphorism that the key to making money during a gold rush is to be the one selling the shovels. It’s why Nvidia went from being a successful but relatively mid-sized maker of graphics cards that only really mattered to gamers to a world-striding corporate behemoth with a valuation in the $4T range almost overnight.
They don’t make the AI products like ChatGPT; they make the GPUs that power the AI products, and so they’re getting a cut of every AI product hitting the market.
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