NVIDIA's $150B/year Taiwan commitment confirms what we've been saying: the AI infrastructure buildout is the defining in

BHK Cloud Engineering · · 1 min read

NVIDIA's $150B/year Taiwan commitment confirms what we've been saying: the AI infrastructure buildout is the defining investment cycle of this decade.

FuriosaAI and Broadcom are already pushing to 2nm with HBM4/E memory for next-gen inference.

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