Post by @thewallstreetskinny

Blackstone just announced they are financing a $35bn deal for Anthropic to buy Google's proprietary AI chips. Wall Street made NVIDIA the most valuable company on Earth for selling THEIR chips that power AI. But nobody actually explains how all these chips work or what makes them different from one another. If you want to understand semiconductors, hyperscalers, and the rest of the AI buildout, you have to have a working definition of all the parts, so we challenged ourselves to explain just the chips in under 3 minutes on one sheet of paper.