

State of the Industry: Ethereum Merge, GPUs, and the first industry destroyed by AI | Artificial Intelligence Masterclass
Aug 23, 2025
Explore the geopolitical tensions affecting GPU markets and their implications for AI development. Discover how Ethereum's shift to proof of stake may improve access to AI hardware while benefiting the environment. Delve into the ethical dilemmas AI poses for the art world, including questions of intellectual property and the future of traditional artistic professions. The episode highlights the balance between innovation and responsibility as society navigates the challenges of a rapidly evolving technological landscape.
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Geopolitics Threaten GPU Supply
- GPU supply is critical for AI advancements and is vulnerable to geopolitical conflicts such as a potential China-Taiwan situation.
- Restrictions on chip sales to China might accelerate their independent AI chip development, impacting global chip markets.
Ethereum Merge Eases GPU Demand
- Ethereum's shift from proof of work to proof of stake ends GPU mining demand for it.
- This change could ease GPU shortages and lower prices, benefiting gamers and AI researchers alike.
AI Art Disrupts Graphic Artists
- An indie press founder, once a talent scout for graphic artists, saw how internet and Photoshop ended need for scouts.
- Similarly, AI art tools now disrupt graphic artist jobs by providing fast and cheap alternatives.