AI chips will remain in short supply for at least 3-4 years.
“the chips are gonna be, in short supply for the next, you know, call it three to four years at least, if not more.”
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Our resolution criterion
disputableAI chip supply remains constrained (lead times exceed 6 months or allocation mechanisms remain in place) through at least 2029-2030
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Summaries are ours; the quote is a verbatim transcript excerpt. Our resolution criteria are editorial and disputable. How this works.