I don't really see a departure from your perspective. But I don't see AI as a big driver but do agree the can kicking is coming to roost. They properly measured the crypto pyramid scheme craze and cashed in. Now there is a hungry market of gamers and AI developers who will further drive it down the road. Maybe kick the can again? But they have tons of price headroom to effect secondary markets.
I honestly don't have a good perspective on the secondary markets. For me, that's a bad purchase. But I believe I'm a minority on that. At the same time, laptop gaming is also starting to expand, so perhaps a wildcard as it's d silicon?
I really don't have any deep insight here, aside from I don't believe AI, in of itself, will be a significant market driver. At least not in comparison with the crypto pyramid.
AI is just software, software that learns and adapts based on some constraints. GPU's have this kind of deep learning AI built into the GPU hardware itself. It's used to upscale images, giving you high resolution with less frame drop. That's just one example, another is physics modeling, using GPU powered AI, has allowed people to do rendering tasks that would otherwise take hours or days for your average PC user, and shorten that time scale dramatically. Not only that, but it's getting pretty damn accurate. What would take a design team days to do, can now be done in hours, this time saving scales to all those things that require human design input.
Imagine a car and your AI augments your human designer, now you get more productivity from your designer. The AI also helps you shave weight and improve strength of your component, now you need less steel, or aluminum to make the car saving material costs. If you reduce the price of a bolt by not needing it with your new structure, you saved on every part that now doesn't need a bolt. Times millions of parts, that's millions you save in material costs.
I've done AI and training. Do keep in mind, my comment's context is AMD & nvidia. Most of the engineering world wasn't impacted by the crypto rush. They already have hardware. Some of your other examples are specialized hardware for specific domains. Aside from general component shortages, were unaffected.
The largest audience impacted by the crypto rush is gamers. Commercial users (engineering, compsci, tech giants, dod) were willing to pay the inflated prices and supply was made available to them first because of this.
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