Great analysis, and interesting visualizations, i liked the triangles you used when splitting the value between semi, infra and software.
It will be interesting too see what will happen from 2025 and forward, as the heavy lifting made between 2023-2025, but cloud services will begin to offer more diverse solutions of AI hardware, and not …
Great analysis, and interesting visualizations, i liked the triangles you used when splitting the value between semi, infra and software.
It will be interesting too see what will happen from 2025 and forward, as the heavy lifting made between 2023-2025, but cloud services will begin to offer more diverse solutions of AI hardware, and not just Nvidia's chips. Not that it needs to worry about Nvidia's future, but I don't think this moat will last forever.
I also wrote about a similar thing, more of a high level overview of the semi-conductors industry, with a section about AI chips, but you gave much more details about this specific vertical. well done!
Great analysis, and interesting visualizations, i liked the triangles you used when splitting the value between semi, infra and software.
It will be interesting too see what will happen from 2025 and forward, as the heavy lifting made between 2023-2025, but cloud services will begin to offer more diverse solutions of AI hardware, and not just Nvidia's chips. Not that it needs to worry about Nvidia's future, but I don't think this moat will last forever.
I also wrote about a similar thing, more of a high level overview of the semi-conductors industry, with a section about AI chips, but you gave much more details about this specific vertical. well done!
https://reassembler.substack.com/p/inside-the-chip-wars-power-profit-fight-over-the-new-oil