Sharp Tech with Ben Thompson Generative AI and Hardware Upgrades, Google History and the Dark GPU Theory, Amazon’s Logistics Long Play
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Jun 3, 2024 Exploring generative AI in voice assistants, GPU future projections, Amazon's logistics strategies, and a review of the Cybertruck. Discussions on Apple's AI plans, Google's dark fiber purchase, Nvidia's GPU models, and Amazon's e-commerce dominance. An in-depth look at investments in future technologies, shareholder reactions, and the evolving GPU market landscape.
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Challenges Adding AI to Voice Assistants
- Voice assistants process almost everything in the cloud, but latency and cost make adopting generative AI challenging.
- Upgrading hardware isn't necessary, but integrating AI fully with existing smart home functionalities will take significant work.
Apple's AI Hardware Strategy
- Apple aims to drive hardware upgrades through AI features requiring newer devices like iPhone 15 Pro.
- Controlling apps individually with AI on device is a key strategic advantage Apple may have over competitors.
AI Hardware Spending and Future Payoff
- Enormous AI hardware spending by giants like Nvidia reflects a belief in future AI product revenues, despite current cost concerns.
- Overbuilding GPUs now may lead to cheaper inference in the long run, enabling more innovation.