Decoder with Nilay Patel
Arm CEO Rene Haas on the AI chip race, Intel, and what Trump means for tech
Alex Heath
Are you worried at all about a bubble with the level of spending that's going into hyperscaling to the models themselves? It's an incredible amount of capital. ROI is not quite there yet. You could argue it is in some places. But do you ascribe to the bubble fear?
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