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I wonder if the end of chip performance improvements could cause a short term boost in manufacturing investment and sales. Instead of chip investments in produc
by dougmwne 5y ago
I wonder if the end of chip performance improvements could cause a short term boost in manufacturing investment and sales. Instead of chip investments in products and data centers surely becoming obsolete in a few years, useable lifetimes could be measured in decades if the chip designs and performance are not expected to change. If you can get 30 years out of a data center investment instead of 5, you can spend a lot more money and amortized it for longer.
- deleted 5y ago[deleted]
- mjgs 5y agoIt’s certainly interesting to think about. We’ve been accelerating these chip improvements at exponential rates for a lot of years, and essentially just as we hit the highest speed ever, and highest dependence, we are going to hit a brick wall of sorts. There’s going to be a massive spill over somewhere. Unless there’s some new fancy hardware invention, then the next thing to happen will be a software optimisation mania.