The following key breakthroughs and use cases excite me personally: (1) Agentic AI to move beyond simple generation to autonomous reasoning & execution (2) Becoming more energy efficient (3) Massive context inference through new chips like the Rubin CPX (4) Physical AI & robotics.
As to supply chain impact of Rubin & Feynman, key points to note would be Next-Gen memory & infrastructure shift vide move to high-density, liquid-cooled environments, forcing data centre operators to redesign facilities years in advance.
New chip releases & the exoected market rally would depend on whether $NVIDIA(NVDA)$ demonstrates sustained demand and clear roadmaps for the post Feynman era.
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