
Source: https://www.theinformation.com/articles/google-turns-samsung-future-ai-chip-capacity-tightens?utm_source=ti_app&rc=fgdr09
Positive users approve of Google exploring Samsung's foundry for next-gen TPU production amid TSMC backlog as a supply-chain shift that could make Samsung a big AI winner, while some negative users worry about Intel.

Source: https://www.theinformation.com/articles/google-turns-samsung-future-ai-chip-capacity-tightens?utm_source=ti_app&rc=fgdr09

@ns123abc Elon was two steps ahead - He bought all Samsung production for the next 3 years!!

@ns123abc what about intel my god

@ns123abc damn haha loved jacked Sundar 😅

@ns123abc 😂 your pics always kill meee

@ns123abc Samsung will also be overbooked

@ns123abc AI demand is now big enough that even Google has to work around Nvidia’s footprint in manufacturing. That’s the real shift here.

@ns123abc samsung getting all the ai chip overflow while tsmc counts nvidia money is the tech equivalent of being the backup restaurant when the fancy place is fully booked

@ns123abc Where the fuck is intel ?

@ns123abc 🙂 sundar looks jacked

@ns123abc And the stack is built on $AMSL $KLAC $AMAT

@ns123abc If Samsung can deliver 2nm chips in large scale with a high yield rate.

@ns123abc I thought they are booked too.

@ns123abc The face is not matching with this body 👁️

@ns123abc

@ns123abc Samsung is probably printing some good money I'm guessing
🫢

@ns123abc Insane comeback!

@runaway_vol @ns123abc Meanwhile Intel

@ns123abc Just when it was time for $GFS to shine

@ns123abc if samsung executes well, it could become one of the biggest winners of the AI race.