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THE DIGITAL ALCHEMIST
SAT 25 JUL 2026
READALCHEMIST.COM
1 article · tag

#wafer capacity

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Silicon

The $1.2T Ceiling: Why AI Progress Is a Semiconductor Problem, Not a Software Problem

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NVDA 206.84 ▼ 0.92%AAPL 333.02 ▲ 3.53%MSFT 381.70 ▲ 0.03%GOOGL 319.74 ▲ 0.65%AMZN 232.11 ▼ 0.66%META 595.19 ▼ 1.80%TSLA 313.03 ▼ 2.08%AMD 521.95 ▼ 3.29%AVGO 381.92 ▼ 2.69%PLTR 122.92 ▼ 0.36%COIN 158.29 ▼ 1.78%MSTR 91.67 ▼ 2.09%NVDA 206.84 ▼ 0.92%AAPL 333.02 ▲ 3.53%MSFT 381.70 ▲ 0.03%GOOGL 319.74 ▲ 0.65%AMZN 232.11 ▼ 0.66%META 595.19 ▼ 1.80%TSLA 313.03 ▼ 2.08%AMD 521.95 ▼ 3.29%AVGO 381.92 ▼ 2.69%PLTR 122.92 ▼ 0.36%COIN 158.29 ▼ 1.78%MSTR 91.67 ▼ 2.09%