In March 2026, thirty researchers from UIUC, Stanford, UCLA, NVIDIA, Google, IBM, and other institutions published a single vision paper under the leadership of Deming Chen at UIUC.
Love this peek into AI’s hardware revolution! Photonics could be the game-changer (light beats electrons every time), but don’t sleep on neuromorphic chips mimicking brains for ultra-low power. What’s your bet: Who wins the next chip war NVIDIA, custom ASICs, or a surprise wildcard? 🚀
If we define winning in terms of market share, my long term bet would be on custom ASICs. Over an even longer time frame, I think the center of gravity shifts toward the edge AI era.
Spot on custom ASICs will dominate datacenter efficiency wars short-term (Google TPUs already prove it), but edge AI is the real moonshot. Imagine every phone, car, and fridge running agentic models locally, slashing latency and cloud bills. NVIDIA’s CUDA moat cracks when inference goes fully distributed. What’s your timeline for that shift? 5 years or 10?
Love this peek into AI’s hardware revolution! Photonics could be the game-changer (light beats electrons every time), but don’t sleep on neuromorphic chips mimicking brains for ultra-low power. What’s your bet: Who wins the next chip war NVIDIA, custom ASICs, or a surprise wildcard? 🚀
If we define winning in terms of market share, my long term bet would be on custom ASICs. Over an even longer time frame, I think the center of gravity shifts toward the edge AI era.
Spot on custom ASICs will dominate datacenter efficiency wars short-term (Google TPUs already prove it), but edge AI is the real moonshot. Imagine every phone, car, and fridge running agentic models locally, slashing latency and cloud bills. NVIDIA’s CUDA moat cracks when inference goes fully distributed. What’s your timeline for that shift? 5 years or 10?
I am not a prophet, but from what I know, many AI developers seem to be looking at a timeline of within five years.
That’s what I’ve been observing, and my beliefs align with that! Within five years, things will change even more!