Faster and more energy efficient chips will continue to open up new consumer product categories, just as they have with the desktop, laptop, smartphone, smart w

Faster and more energy efficient chips will continue to open up new consumer product categories, just as they have with the desktop, laptop, smartphone, smart watch, and smart home thing. Major companies seem to be betting that AR eyeglasses that look like normal glasses instead of ski goggles will eventually replace smartphones. On the data center side, the whole AI revolution has been largely driven by available compute.