But there's a real technological change going on. Machines are capable of performing tasks that were nearly unthinkable two years ago. There's real progress beneath the hype.
AI workloads are going to be dramatically more significant in the next decade. A shift like this opens up real opportunities for smaller players to capture enormous market share. If SiFive manages to develop the best AI hardware, they could become bigger than Apple. Or they could fumble and go out of business. Either of these outcomes is genuinely possible when this kind of technological shift happens.