$Intel(INTC)$ The market for A

$Intel(INTC)$ The market for AI hardware and software is changing. With an abundance of companies playing a role, each AI program will likely become tailored for a limited application, and the market will become more price sensitive.

I don't think that Nvidia will continue to be able to charge whatever they want, and this will create opportunities for late comers such as Intel. ASIC's will become more in demand to efficiently run targeted applications, and will need to be fabbed.

These two factors will help support both the Intel product and fab businesses.

AI Companies and Industry DIG

AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.

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