Everyone talks about AI models, but the real bottleneck might be hardware.
According to a recent study by Roots Analysis:
- AI chip market could grow ~27x by 2035
- Driven by AI infra, edge computing, and autonomous systems
What stood out to me:
- Shift from general-purpose chips → specialized AI chips
- System-on-Chip (SoC) designs becoming dominant
- Edge AI could be the next big unlock
Also interesting: AI chips are enabling:
- real-time inference
- faster training
- lower power consumption
This aligns with what we're seeing from big tech investing heavily in custom silicon.
Are we heading toward a future where:
- Every major AI company builds its own chips?
- Or will a few players dominate the stack?
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