CORRELATION OF AI WITH THE SEMICONDUCTOR MANUFACTURING DEMAND
Robert Quinn
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INTRO:?
The demand for semiconductors, particularly GPUs, has surged with the rise of AI applications, as highlighted by the substantial hardware investments in Nvidia GPUs by OpenAI and Microsoft to power the GPT chatbot. Semiconductor chips, especially those designed for AI and analytics applications, like Nvidia’s A100 GPU, are in increasingly high demand due to their superior processing capabilities.
The estimated usage of around 30,000 A100 GPUs by the GPT chatbot underscores the escalating demand for these high-powered chips. Considering that this is only one (though significant) application, the collective demand from all such AI-powered services and tools could be colossal.
Future Semiconductor Manufacturing Demand:
Looking ahead, the continuing advancement and adoption of AI technology are likely to drive up the demand for semiconductors even more. The trend towards integrating newer, more powerful GPUs such as Nvidia’s H100 into platforms like Microsoft’s Azure Cloud AI service indicates a future with greater demand for high-performance semiconductor chips.
Conclusion:
Moreover, as AI models become more sophisticated, they require more processing power, and thus, more advanced semiconductors. Consequently, semiconductor manufacturers may need to ramp up production and innovation to meet the ever-increasing requirements of AI technology.
As the AI revolution continues, semiconductor manufacturers who can meet the increasing demand and innovate to meet specific AI-related needs will likely see significant opportunities for growth. The demand for semiconductors is, therefore, expected to soar in the future, correlating with the rise of AI and its ever-expanding possibilities.
Principal at BKM Consulting
1 年Hey Robert, any $$ numbers in your expectation? "Soar" is a relative term. I have seen little analysis on size of semis except a repeat of "$1T by 2030".....that isn't "soaring" up from ~$600B in my estimation. What amount over this number do you think may happen, be catalyzed? For every advanced GPU purchased, a suite of additional semis is required.
Senior Systems Engineer, Systems Architect, Systems Designer, Inventor, Programing
1 年Don't you think that this demand could be short living? Most 'real' usages of AI do not demand extraordinary capabilities after 'training' is finished.