Posts

Showing posts from November, 2025

The AI Chip Market Is Splitting Into a Three Way Race

  The global AI chip market is no longer a single race; it is diverging into three distinct paths, each shaping the future of computing in its own way. With valuations already at USD 166.9 billion in 2025 and projections to exceed USD 311.6 billion by 2029, this is not just about silicon, it is about who controls the next era of intelligence. GPUs remain the muscle of AI. Nvidia’s Blackwell architecture continues to dominate the training of large language models and multimodal systems. Their unmatched flexibility makes them indispensable for generative AI, and their market value reflects this dominance: GPUs account for the lion’s share of the AI chip market, estimated at USD 120–130 billion in 2025. Their application sweet spot is training massive models, from GPT‑style language systems to multimodal AI that integrates text, vision, and audio. Yet, their reliance on centralized data centers ties progress to fragile infrastructure, vulnerable to energy costs and regulatory scruti...

Dead or Alive: The AI Bubble’s Wild West Ride

 In the world of rock ballads, few songs capture the tension between myth and reality like Bon Jovi’s “Wanted Dead or Alive.” It’s a gritty anthem of survival, identity, and the loneliness of being both idolized and hunted. The image of a lone cowboy riding a steel horse through a world that reveres and rejects him is more than just rock poetry, it’s a metaphor for the current state of artificial intelligence. Today, AI is the new gunslinger in town. It’s fast, disruptive, and riding high on a wave of venture capital and media attention. Like the cowboy in Bon Jovi’s ballad, AI is celebrated as a hero and feared as an outlaw. It promises transformation, but beneath the surface lies a growing unease. Are we witnessing a revolution or a mirage? The AI bubble refers to the surge in investment, adoption, and hype surrounding artificial intelligence, especially generative models. Startups with minimal revenue are being valued in the billions. Founders are hailed as visionaries. Algo...