The Asianometry Newsletter • 3553 implied HN points • 07 Mar 24
- The trillion-dollar investment in AI chips does raise skepticism, with questions about its sustainability and impact on the semiconductor industry.
- The concept of scaling laws, driving investments, presents interesting parallels to Moore's Law in the semiconductor industry, suggesting potential future impact on AI.
- Competition in AI chips, particularly against Nvidia, is heating up as tech giants aim for vertical integration, potentially shifting the landscape of AI chip design and market dynamics.