Permanent capital vehicles and long-duration asset ownership
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TBPN · Apr 25, 2026
Intel Rips, Thrive Launches Eternal, GPT 5.5 | Diet TBPN
Intel CPU demand from AI agents and inference workloadsCPU-to-GPU ratio shifts in AI infrastructureUS government semiconductor industrial policy and Intel backingElon Musk's TeraFab vertical integration projectTSMC fab capacity constraints and ramp timelines
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