People are happy to play with AI when the tech companies are burning hundreds of billions of dollars to subsidize it. It remains to be seen who is actually willing to pay for it at the prices required to recoup those insane investments.

Which directly leads to the next big development: all the big players are investing in silicon with "baked-in" models, like [0,1]. Turns out you don't need an expensive general-purpose GPU with heaps of RAM to contain a model when you can make a custom ASIC around one specific model! Why spend a fortune on DRAM / HBM when all you need is some finetuning parameters which are easily stored in on-die SRAM?

[0]: https://www.theregister.com/systems/2026/08/06/amd-acquires-...

[1]: https://thenextweb.com/news/google-frozen-chip-gemini-silico...