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The most respected semiconductor analyst in the AI industry revealed that the entire cloud computing market ran out of a chip nobody was watching.Dylan Patel runs SemiAnalysis, the research firm whose reports are read by every major hyperscaler and chip company on earth.For five years the AI race was defined by a single bottleneck, GPUs.Nobody in the industry was watching the CPU but that turned out to be a catastrophic oversight.The shift from chatbots to agentic AI, systems that autonomously e
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