"The demand for this chip will be from any customer who wants to do large scale AI projects with vast amounts of data (data lakes or warehouses)"
They reckon these GPUs are for LLMs and Generative AI. I ask, "How are all the billions (or 7 trillion, if you believe the OpenAI CEO) for these AI chips going to be paid for if there is no consumer business model?"
How much money have you parted with recently that is related to AI? None I bet. If there is no viable AI consumer business model to derive income from, then it is all just hype and pie in the sky and will ultimately fail.
You might be able to teach a robot what word comes next (based on what is written on the internet), but you can't teach a robot common sense.
Consumers don't even like talking to foreigners in call centres. How do you reckon the banks or telcos will go with a mechanical chatterbox on the phone talking to customers that lacks common sense and often gets things wrong?
(20min delay)