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> That's why I'm investing in TSMC because we will need a lot more silicon to reduce inference cost. Or what we really need is another approach to either the h
by fakedang 3y ago
> That's why I'm investing in TSMC because we will need a lot more silicon to reduce inference cost.
Or what we really need is another approach to either the hardware problem (more efficient chip designs that may be entirely different from existing ones), or the software problem (more efficient ML core models). The latter is obviously more likely to happen, rather than the former.
- aurareturn 3y agoIt's going to have to be both. But I don't know who to bet on for solving the software problem. The hardware problem will depend on chip fabs, TSMC, Intel, Samsung. Since I can't buy Samsung stocks easily, I bet mostly on TSMC and a bit of Intel for geopolitics reasons. There are also chip designers such as Nvidia, AMD, Apple, ARM, etc that will need to solve the inference problem. I'm already invested in Nvidia and Apple. I don't know who else to invest in right now. Many of the AI chip design companies are private and startups.