GPU costs and demand both rising for years due to geopolitics
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“It’s gonna cost five times more. The cost of GPUs are going to go high while the demand is going to go high, so it’s going to be crazy for the next few years with this geopolitical scenario.” — 00:48:45
Context: On TSMC being incentivized to build US fabs (which he says cost ~5x) amid China-Taiwan tensions; follows his claim that China stole ASML fab designs and US export controls were retaliation.