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Nvidia's rise after ChatGPT's release is reminiscent of dot-com era titans like Cisco and Juniper; Cisco's share price grew over 1000x between 1990 and 2000 (Tripp Mickle/New York Times)

Tripp Mickle / New York Times : Nvidia's rise after ChatGPT's release is reminiscent of dot-com era titans like Cisco and Juniper...

28 November 2023

Challenges for chip startups: TSMC and Nvidia dominate and hold thousands of patents, buying chipmaking gear, and complexity; Nvidia's $300K H100 has 35K parts (June Yoon/Financial Times)

June Yoon / Financial Times:
Challenges for chip startups: TSMC and Nvidia dominate and hold thousands of patents, buying chipmaking gear, and complexity; Nvidia's $300K H100 has 35K parts  —  Barriers to entry in an industry dominated by TSMC and Nvidia are very high  —  In the drama that has just played out in Silicon Valley …

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