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AI infrastructure could see $1trillion in annual investment by 2028, but few investors are looking at the real estate behind the revolution.
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AI infrastructure could see $1trillion in annual investment by 2028, but few investors are looking at the real estate behind the revolution.
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Intel's future as an independent company is uncertain, with competitors like Qualcomm dominating the AI-enabled chip market in 2024. However, Intel's Lunar Lake chip shows promise, especially in battery life and AI performance. The company’s US-based foundries may play a crucial role amid geopolitical tensions.
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Covariant Robotics is pioneering a new approach by integrating large language models (LLMs) to give robots more flexibility in task completion. Unlike traditional programming, this allows robots to adapt in real time. Amazon’s recent hiring of Covariant’s founders signals a powerful fusion of AI and robotics that could revolutionise logistics, making systems smarter and more autonomous.
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Intel's future as an independent company is uncertain, with competitors like Qualcomm dominating the AI-enabled chip market in 2024. However, Intel's Lunar Lake chip shows promise, especially in battery life and AI performance. The company’s US-based foundries may play a crucial role amid geopolitical tensions.
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Large Language Models (LLMs) are evolving from abstract concepts to real-world applications. Major companies like Amazon are leveraging LLMs to drastically improve productivity, as seen in its software development efficiency. LLMs, termed ‘foundation models’, provide infrastructure that supports future innovations with significant economic potential driven by increased adoption and investment.
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The AI revolution, driven by advances like ChatGPT, has made semiconductors essential. Nvidia's market cap surged as AI infrastructure, such as GPUs, became crucial. Beyond Nvidia, the broader semiconductor sector is vital for powering AI across industries, from data centres to everyday devices, marking sustained growth in AI-driven innovation.
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