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Finding signal on Twitter is more difficult than it used to be. We curate the best tweets on topics like AI, startups, and product development every weekday so you can focus on what matters.
Press Space to continue
Press Space to continue
Important Brief for tracking the organizations making the hardware necessary for the compute buildout compute and AI boom.
CXMT and YMTC are China's premier manufacturers of memory chips, which have become integral to developing and using frontier AI models. They are young, state-backed, technically sophisticated, and rapidly growing. Read the @bismarckanlys Brief (link below):
