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As AI/ML take off, what company/companies will provide the processors and electronics to dominate? I feel this will become an ecosystem, where the system improves the process as it learns. What do readers think the ultimate partnerships will be the winners since mechanics and electronics are two different areas of research. Any additions on how extreme automation will arrive and when? Medical robots I feel will outrun humans as they accumulate data from market wide systems that actually advance the core data base.
As AI/ML take off, what company/companies will provide the processors and electronics to dominate? I feel this will become an ecosystem, where the system improves the process as it learns. What do readers think the ultimate partnerships will be the winners since mechanics and electronics are two different areas of research. Any additions on how extreme automation will arrive and when? Medical robots I feel will outrun humans as they accumulate data from market wide systems that actually advance the core data base.
Nvidia will lead the robot revolution, in the cloud and on the edge, in partnership with TSMC and many others. Watch Jensen Huang's keynote for GTC 2025.
Nvidia will lead the robot revolution, in the cloud and on the edge, in partnership with TSMC and many others. Watch Jensen Huang's keynote for GTC 2025.
The bigger issue is likely to be that will take only very few humans to actually manufacture stuff, or code, or harvest crops. What happens when the global percentage of people doing manufacturing drops like it did on farms thanks to mechanized agriculture (from 70% in 1840 to 2% today in US). It's going to happen in spite of anything Trump thinks he can do. Just what companies need to do to stay profitable in the face of completion.
I would say if you are picking a semi company that you would expect to have a moat in robotics applications... I would pick STMicroelectronics. They are probably the leader in the kinds of microcontrollers that are used in robotics and other embedded systems. However they are not really a leader in AI.
They are probably the leader in the kinds of microcontrollers that are used in robotics and other embedded systems. However they are not really a leader in AI.
Pretty sure that physical and visual training of AI will be the route to breakthroughs in robotics and other autonomous stuff - that means much more complex "controllers" that can do requisite inference. The big difference from much of the current AI based on transformers and token algorithms is that we'll see variants of training and inference networks/algorithms/computation that are directed at latent space representations, computation and optimizations that are better suited for spacial analysis and decision.
