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Decoder with Nilay Patel

Why CEO Matt Garman is willing to bet AWS on AI

3300.703 - 3315.928 Arm

And I think you can look at some of the HBM memory and some of those other fabs that are coming up and they're catching up and finding other new ways to do that. And there will be other inventions that leapfrog over time. But obviously fabs are hugely capital intensive investments and others like that.

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