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The point is that hardware companies are the one that will extract most of the value from AI. While Google will be a "mere" user or a swapable layer (in the fi
by siscia 8y ago
The point is that hardware companies are the one that will extract most of the value from AI.
While Google will be a "mere" user or a swapable layer (in the field of data center). A little bit like the producers of mouses or monitor during the wintel era.
I may be completely wrong, but this is the line of reasoning.
- Spooky23 8y agoWhy? Software eats hardware for lunch. The value is the business consuming AI. If I can layoff 10 Level 1/2 Helpdesk techs, I can increase my profits by $500k. If I can nuke accounting or HR tasks, even bigger costs can be eliminated. Intel is the commoditized player here.