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Nvidia Part III: The Dawn of the AI Era (2022-2023)

9771.722 - 9792.394 Ben Gilbert

TSMC, in their last earnings, said that AI hardware currently only represents 6% of their revenue, but all indications over there is that they expect AI revenue to grow 50% per year for the next five years. Wow. So we're trying to come at it from the customer workload side and say, is it useful there?

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