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William Blair Thinking

From Chips to Systems: How AI is Revolutionizing Compute and Infrastructure

In this episode of William Blair Thinking Presents, Jason Ader, co-group head of the technology, media, and communications sector, interviews Sebastien Naji, an equity research associate specializing in semiconductors and infrastructure systems, on their team’s latest report, “From Chips to Systems: How AI Is Revolutionizing Compute and Infrastructure,” which explores the shift from serial to parallel computing, the rise of AI accelerators, and the evolving landscape of semiconductor companies.

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