AI workloads can evolve at software-like speed, but physical and financial constraints limit how quickly new chip platforms can be shipped.

“bigger shocks as well than maybe kind of more fundamental shifts and so I think there's this duality around sort of the limits of the physical and the kind of financial world I guess and then these demands of you know workloads that churn at the pace of essentially software where although there is this sort of clear desire to be able to kind of ship new platforms you know aggressively faster”

“I think there are also some sort of fundamental breaks on this.”