Patrick-Molgaard

Patrick Molgaard
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No movement yet, very little of the year remains

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New Prediction

I'm inclined to think this is unlikely because:

- The institute has a long track record, at >25 years;

- The arrangement re: Vancouver seems to be an effective 'dodge' of the export ban on nvidia chips (e.g. research could be done on-paper in china, and then executed on associated clusters in Vancouver/Tokyo/etc)

- there's some risk in the optics divesting from china, where microsoft has a major market share

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