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227 | Breaking Analysis | How chasing AI shifts tech spending patterns

In another big week we saw the AI battles continue to escalate. Google reorged to better focus on AI, Meta’s Llama 3 was released, TSM is doubling its manufacturing capacity for NVIDIA high end chips, Samsung got a $6.4B tranche of the chips act money, a Microsoft paper describes VASA-1 that turns photos into a […]

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