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Is this the golden age of the semis industry? Even if the AI bubble pops, it feels like big tech, especially with cloud computing offerings, isn't going to wait on Intel to provide compute chips anymore. It's like Apple opened the gates to custom silicon for their offerings, and now everyone else is going to do the same or am I wrong?
With its newest AI chip, Microsoft plans "wider customer availability" after its initial product was only used for internal projects.
www.cnbc.com
Is this the golden age of the semis industry? Even if the AI bubble pops, it feels like big tech, especially with cloud computing offerings, isn't going to wait on Intel to provide compute chips anymore. It's like Apple opened the gates to custom silicon for their offerings, and now everyone else is going to do the same or am I wrong?
Lego’s first-ever CES appearance brought a brand-new line called Smart Play, featuring a Smart Brick that lights up, interacts with motion and proximity, and has sound effects onboard. In one Star Wars demo, the brick glowed like a TIE fighter’s stare and played lightsaber whooshes — no phone or app needed. Even Luke Skywalker’s new minifigure can make his saber emit sound on its own, pointing to a broader shift in how Lego combines tech and tactile play.
Is this the golden age of the semis industry? Even if the AI bubble pops, it feels like big tech, especially with cloud computing offerings, isn't going to wait on Intel to provide compute chips anymore. It's like Apple opened the gates to custom silicon for their offerings, and now everyone else is going to do the same or am I wrong?
I agree completely. Apple set this all in motion, what I call fabless systems companies. Off the shelf computing has been dying a slow death for years now. With billions of dollars at stake, domain specific chips are well worth the effort. It also looks better on Wall Street if you control your own silicon.
I have mentioned this before, it is all about prototyping and emulation. Apple builds their software in concert with the chip so it is ready to go when the silicon is in production. That is a huge competitive advantage.
I think the door is beginning to close for new entrants for the data center barring any disruptive technologies (optical AI computing), though there remains a lot of open territory for custom silicon at the edge. I say that because the table stakes for data center have moved to co-optimized rack-level systems and beyond for the silicon suppliers. Some data center level new entrant chip suppliers still might survive by doing specialty chips for specific hyperscalers, but not on their own.
www.cnbc.com
