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Matthew Berman· Apr 2, 2024The Reported Stargate Supercomputer and AI’s Compute BottleneckMatthew Berman, Sam Altman, Elon Musk · Forward FutureIn April 2024, Matthew Berman examines a reported Microsoft–OpenAI data-center proposal and argues that chips and electricity could shape the AI industry.Infrastructure & deploymentSemiconductorsAI cost & performance+2