Sam Altman is working on getting $7T in financing for a global organization of some kind that will design and manufacture chips instead of relying on Nvidia (design) and TSMC (manufacture). It’s not clear if it will be a consortium of existing companies, a wholly new thing, or what. But, he’s getting SoftBank and UAE wealth fund on board apparently.
So, I will take the over on whether this AI thing sticks around. Im not actually DOING anything about it, just staring at it as it moves along.