AI is the enabling layer, like the web 20 years ago. We should see some new companies emerge from this new wave. Hopefully it’s not the same old guys from 20 years ago…
Apple’s A11 has a “neural engine”, so it’s doing the model training on device. That’s very interesting, but other chipmakers like Huawei are also doing the same. Do people still think NVDA has the monopoly on the AI-chip market? Or we will see more specialized silicon like the A11 and the Google chip eat into the NVDA dominance?