I mean the trend of very fast compute increases dedicated to AI, and what I mean is that fabs and chip manufacturers have switched their customers to AI companies.
I still don’t follow. What point are you trying to make about my comment or about Ege Erdil’s post?
I’m trying to identify why the trend has lasted, so that we can predict when the trend will break down.
That was the purpose of my comment.
I mean the trend of very fast compute increases dedicated to AI, and what I mean is that fabs and chip manufacturers have switched their customers to AI companies.
I still don’t follow. What point are you trying to make about my comment or about Ege Erdil’s post?
I’m trying to identify why the trend has lasted, so that we can predict when the trend will break down.
That was the purpose of my comment.