Comment by
Buyhigheatchips on Apr 22, 2023 12:48pm
The LLMs that drive AI applications like ChatGPT require tons of computing power. Sure, it's better to have local demand but there is little doubt that global semiconductor demand and supply will keep going up. That should be great tailwind for helium producers everywhere. I wonder what the outlook for MRIs is in aging populations like China. Another strong demand driver?
Comment by
Buyhigheatchips on Apr 23, 2023 7:06am
From $600B to $1T by 2030 I'm seeing
Comment by
Buyhigheatchips on Apr 25, 2023 10:12am
More US support for chips (mmm tasty)... https://www.nytimes.com/2023/04/25/business/economy/chips-commerce-department.html