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TSM changed the entire chip fabrication business from in house to contract manufacturing and I see this structure only expanding in the future due to its inherent efficiencies in time, cost and technology only expanding further. Intel is an ideal example of this trend and the disruption it is bringing to the tech world. The question before us is will AI/ML become the next industry to become a contract dominated business due to the efficiencies of the contract model? Will the robotics field follow this model of a few firms dominating the production of robotic systems? Any comments on this sought and welcomed. Thanks
TSM changed the entire chip fabrication business from in house to contract manufacturing and I see this structure only expanding in the future due to its inherent efficiencies in time, cost and technology only expanding further. Intel is an ideal example of this trend and the disruption it is bringing to the tech world. The question before us is will AI/ML become the next industry to become a contract dominated business due to the efficiencies of the contract model? Will the robotics field follow this model of a few firms dominating the production of robotic systems? Any comments on this sought and welcomed. Thanksgeometry dash
It is possible AI/ML could move toward a contract model like TSMC if specialized infrastructure becomes too costly for individual firms. Robotics might follow if modular production and standard interfaces become widespread.
TSM changed the entire chip fabrication business from in house to contract manufacturing and I see this structure only expanding in the future due to its inherent efficiencies in time, cost and technology only expanding further. Intel is an ideal example of this trend and the disruption it is bringing to the tech world. The question before us is will AI/ML become the next industry to become a contract dominated business due to the efficiencies of the contract model? Will the robotics field follow this model of a few firms dominating the production of robotic systems? Any comments on this sought and welcomed. Thanks
I'm used to using stock symbols, but I might start using TSMC. It's all a matter of context and usage. I'll let you know if TSMC works on stock programs shortly.
AI is all about cloud business. Thankfully there are a wide variety of chips you can fill those datacenters with. Nvidia is certainly dominant but cloud companies themselves are building their own chips and China seems to be doing okay without Nvidia chips. The partnership between Nvidia and Intel is another example of chip diversity. I expect we will see more of that. Government involvement in the cloud as well. China is already doing it and other countries will follow suit. The US Government's stake in Intel is another example.
I'm sure datacenters will become cookie cutter at some point but the equipment inside will be a competitive battle for years to come, absolutely.
