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Hardware Supply Chain for AI Compute Buildout
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Important Brief for tracking the organizations making the hardware necessary for the compute buildout compute and AI boom.
Samo Burja@SamoBurjaSep 2
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):
