The AI "bubble" if you call it a bubble, it currently provides most of the oxygen for transistor improvements. Had it not been AI, Smartphone and PC alone would not be able to scale the 2 - 2.5 years improvement cycle alone.
And as someone who have seen the PC, Internet and Smartphone cycle. I will say ChartGPT ( or AI ) adoption cycle is way faster than anything I have seen.
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The AI "bubble" if you call it a bubble, it currently provides most of the oxygen for transistor improvements. Had it not been AI, Smartphone and PC alone would not be able to scale the 2 - 2.5 years improvement cycle alone.
And as someone who have seen the PC, Internet and Smartphone cycle. I will say ChartGPT ( or AI ) adoption cycle is way faster than anything I have seen.