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How to play the rush to supercomputing
- February 10, 2021
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Itâs said that it was more profitable to be a pick and shovel salesman during the California Gold Rush than it was to be a gold digger. In the war of attrition for increasing computing power, Sanjay Ayer of WCM Investment Management identifies Taiwan Semiconductor (NYSE: TSM) as the modern-day...
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"How to play the rush to supercomputing", MachPrinciple, February 10, 2021, https://machprinciple.com/post/How-to-play-the-rush-to-supercomputing
