The World Can't Keep Up With AI Labs - LessWrong 2.0 viewer

kept by eddie apr 27

AI labs see explosive revenue from coding agents, but infrastructure bottlenecks in memory, energy, and chip manufacturing will constrain growth and raise prices.

Opinion | The Global Bull Market That A.I. Obscures
Since early 2025, international markets have outperformed the U.S. — emerging economies up 68%, Europe 45%, Japan 44% — driven by the global AI infrastructure supply chain and corporate reforms.
also on ASML, TSMC, Nvidia
Silicon Frontier
Control over semiconductor supply chains, from ASML's lithography to TSMC's manufacturing and NVIDIA's CUDA ecosystem, determines which entities dominate the AI era.
also on ASML, TSMC, Nvidia
OpenAI unveils its first custom chip, built by Broadcom
OpenAI unveiled its first custom inference chip, Jalapeño, designed with Broadcom and assisted by OpenAI's own models, claiming better performance-per-watt.
also on TSMC, Nvidia, #infrastructure, #hardware, OpenAI, #business-strategy
The AI Boom Is Coming for Apple’s Profit Margins - WSJ
AI companies are outbidding Apple for components like chips and memory, squeezing Apple's profit margins and potentially raising consumer prices.
also on TSMC, Nvidia, #hardware, #business-strategy
Moats in the Age of AI
As AI models and software commoditize, moats erode for pure software/AI firms; value concentrates in compute, energy, and relationship-based assets.
also on Nvidia, #economics, #infrastructure, OpenAI, Anthropic, #business-strategy