There is this hidden race in the background that’s going to be super interesting. I feast on articles like
this one here that describes how a small amount of AI has brought quite a leap in material science. 🤯
The elephant in the room being, that if AI is able to bring these pattern improvements in material science, when will start to bring the same pattern improvements in chip design & manufacturing? Because chips is what AI runs on and what’s going to be a deciding factor in it’s application.
There’s rhyme and reason behind the Nvidia stock losses because of the emergence of DeepSeek. The race in the background is on and yes, we can wait and watch how that comes out. 🧐