Why chipmakers sell to hyperscalers

Mike chats with Jeffrey Parkin of Rogue and Rory Carroll of Alloy about the impending chip shortage caused by the construction boom in AI Data centers. How did this happen, why is there no easy way out, and how should you – as a consumer – be thinking about this these things?

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News Links

• New Mexico's Internet Affordability Program
• https://acpdashboard.com/
• Affordable Connectivity Program
• TikTok's usership steadies post-sale
• TechCrunch on TikTok's usership steadying
• Temu’s global rise runs into a regulatory wall
• The political effects of X’s feed algorithm
• Pope says beware of the internet
• Exclusive: Goldman Sachs launches AI-free index
• Substack, Polymarket announce partnership
• Looming Taiwan chip disaster
• U.S. aim to curb China's chipmaking access
• Will Intel deliver leading-edge chips?
• Taiwan won't move chip production to U.S.
• Why Taiwan Fears ‘America First’ Risks Eroding Its ‘Silicon Shield’

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Chip Chat

• Rogue.site
• Alloymag.com

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Never Post’s producers are Audrey Evans, Georgia Hampton and The Mysterious Dr. Firstname Lastname. Our senior producer is Hans Buetow. Our executive producer is Jason Oberholtzer. The show’s host is Mike Rugnetta.

Never Post is a production of Charts & Leisure and is distributed by Radiotopia