Opinions from people in the semiconductor industry
The big wave is edge AI. I also recently switched to a Dell XPS13 (PC with AI), and the Copilot is insanely convenient. This market is still empty, so of course Microsoft, which has Open AI, will come to take it in large part. Smartphones are the same. And no matter which part of the tech industry takes the market, NVIDIA GPUs are used in hardware
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KIMIHIKO OP : ARM is also promising
Magnificent7 : consents