IMO it’s much easier to support high investment numbers in “AI” if you consider lots of semiconductor / AI hardware startup stuff as “AI investments”. My suspicion is that while GPUs were primarily a crypto thing for the last few years, the main growth outlook driving more investment is them being an AI thing.
IMO it’s much easier to support high investment numbers in “AI” if you consider lots of semiconductor / AI hardware startup stuff as “AI investments”. My suspicion is that while GPUs were primarily a crypto thing for the last few years, the main growth outlook driving more investment is them being an AI thing.