… Even as manufacturers invest billions in new fabrication capacity, the company expressed skepticism that additional supply will arrive quickly enough to counter balance the demand AI infrastructure keeps generating. …
… However, those claims have been met with skepticism both internally and externally, with some developers pointing instead to mismanagement, overspending, and a non-cohesive development plan. …
… Or so a post on Channel Gate claims as highlighted by VideoCardz , although given the source, I'd load this up with more than the usual amount of skepticism. …
… The Optimus robot program is the largest single driver of chip demand, estimated to require 20 million chips per year. That is approximately six times Tesla's current chip demand across its entire automotive business. …
… Businesses using AI for credit decisions, lending, insurance, and hiring care about liability, and "they're going to want you to optimize for getting it right." That enterprise demand is also what Forum AI is betting its business on, though turning compliance interest into consistent revenue remain… …
… Enterprise AI adoption. …
… With that kind of demand, consumer electronics have less room to compete for the same memory supply. …
… The scaling logic that dominates the AI business demands that serious frontier labs constantly train new and more powerful models or, as Musk admitted in his recent lawsuit against Sam Altman, by distilling capabilities from other companies’ models . …
… In fact, a gaming PC or console isn't a factory machine, a cloud instance, or an enterprise asset designed to maximize uptime and thus profits . …
… This pattern mirrors that at some other enterprise vendors. …