Talking chips (Part 1)

Semiconductors, Nvidia and AI development

TL;DR

This newsletter is about the semiconductor industry and AI development, and is the first on a three-part analysis on this topic. This part provides a short history of computer chips, an overview of the semiconductor supply chain and some of the key players in the industry.

Here are the key takeaways:

• The invention of the transistor in the 1940s was a…