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Level — · Streak —

— XP

Mastery—weighted

Quizzes 30d—last 30 days

Cert progress—active level

Rank—global

Semis & Supply Chain — The Compute Layer of the Global Economy · 10 min read

The AI Compute Cycle — H100, H200, B100, B200 Economics

Per-GPU cost, training run economics, hyperscaler capex, and whether the AI compute buildout is supply-constrained or demand-constrained

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