> it's quite obvious that it instantly changes the cost of running these massive AI models as well as the cost of doing highly detailed FEM simulations. This s

> it's quite obvious that it instantly changes the cost of running these massive AI models as well as the cost of doing highly detailed FEM simulations. This seems pretty overstated. Developing the tooling to build chips takes years, there is good reason to think that even if this material does revolutionize chip efficiencies, it will be years at least before we start producing those chips and probably years more before that production scales to fully supplant the existing production infrastructure.