"AI accelerators" are at peak profitability right now. Within a few years, certainly by 2030, chip optimizations and improvements will see Raspberry Pis or your phone doing AI work.
I expect we may even aee AI cores on phones, by 2036.
I think software optimizations are going to heavily impact gpu/ai-accelerator demand. It feels like we’re leaving the ‘brute force’ make it work era and entering the ‘make it work on my phone without killing battery life” era. I wouldn’t be shocked if within a few years there just isn’t the need for custom hardware at all.
I expect we may even aee AI cores on phones, by 2036.