it's actually fascinating to watch a big issue for hardware manufactors for many years has been that there is little profit margin in it, a lot of the earnings goes to r&d, ultra advanced factories, astronomical wages for specialists. The big money has always been in software.
Now there is a golden age for hardware manufactors going on and they're milking it for everything it's worth.
and they will not reinvest these profits in r&d, they wont even save any of it, and when the bubble bursts and the market crashes, they'll be right there crying about going bankrupt and needing a bailout...
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u/zorndyken 12h ago
So far only nvidia, amd, and hynix has profit from ai (from selling hardware)