why would the hardware layer bubble pop if the demand for hardware will still increase (or not change)?
Because everybody and their dog are designing inference chips. Same as tokens, high demand at commodity prices means low profits.
TSMC will still make massive bank because they're the bottleneck. That bank will be squeezed out of companies dependent on TSMC.
alt Hacker News
Because everybody and their dog are designing inference chips. Same as tokens, high demand at commodity prices means low profits.
TSMC will still make massive bank because they're the bottleneck. That bank will be squeezed out of companies dependent on TSMC.