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TensorWave

22/12/2025 13 min

Listen "TensorWave"

Episode Synopsis

What would it take to challenge NVIDIA’s dominance in AI compute? Today, we’re looking at TensorWave, a startup betting big on an all-AMD cloud, a one-gigawatt infrastructure deal, and a fast, debt-fueled expansion. We’ll break down how this model could reshape competition in AI computing, and the risks that come with it.

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