“the chips are gonna be, in short supply for the next, you know, call it three to four years at least, if not more.”
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AI chip supply remains constrained (lead times exceed 6 months or allocation mechanisms remain in place) through at least 2029-2030
Braden Rogers predicts organizations will adopt multiple AI providers with varying policy and capability levels, creating management complexity.
Paul Appleby predicts that companies and governments will increasingly build their own on-premises AI data centers and factories.
The inference market will exceed $1 trillion in size within five years.
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