Chip War

There are a lot of discussions lately about A.I., NVDA, and a Chinese War on Taiwan.  Chip War is an important deep dive into the history of the technology we all have trouble living without, and the author has done an incredible job of putting all of these topics together smoothly along with the history to allow you the follow along.  

Does every company need an AI plan like they needed an internet plan?  Is Nvidia really pricing in the next 10 years worth of earnings -- or are they truly the backbone of AI and as inexpensive as they were 10 years ago when they were focused on gamers?  And what geopolitical events could put the kibosh on all of it?  Is TSMC really the only fab facility to make this stuff?  These are the questions that swirl.

Chip War has the potential to be the book of the year for me -- even though it took me about a year to get around reading it -- it is even more relevant today and puts many of the topics I discuss regularly into context & perspective.  

I will get this one logged into the library this weekend.  If you have any interest in markets and geopolitical comings-and-goings this is timely read.  Highly recommended to anyone in the "people business."  Also, it is a smooth read -- no slogging.  Happy reading -- please borrow!