“Nvidia's demand for the DRAM chips has gone up about 30-fold over the last four years ... the price of chips is up seven-fold”
CR
Cameron Robertson
Equity Mates Investing Podcast ·
Tech Life · Beyond silicon chips
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produce flexible chips that have an order-of-magnitude lower carbon footprint than silicon chips
“Nvidia's demand for the DRAM chips has gone up about 30-fold over the last four years ... the price of chips is up seven-fold”
“Normally, when Republicans start to take away, chip away... by late September and early October, that polling lead has been chipped away, and then Republicans gain and gain.”
“‘It’s a small writable RFID tag…most phones have the capability of reading and writing to this chip…they’re passive…there’s no battery…they could last the rest of my life.’”
“We rather think it's useful to instead use the direct carbon prices that sectors are subject to rather than just using a blanket shallow carbon price.”
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