
Lark Davis|5月 15, 2026 10:31
Chipmaker Cerebras just had a banger IPO, and its CEO Andrew Feldman is giving a hard reality check: the AI boom completely depends on TSMC.
Moving chip manufacturing to the US isn’t just about money; it’s a massive 15-year logistical haul to build the engineers and supply chains. If Taiwan goes offline, the tech world hits a wall.(Lark Davis)