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#162 - Udio Song AI, TPU v5, Mixtral 8x22, Mixture-of-Depths, Musicians sign open letter
Last Week in AI
The Profit Potential in Generative AI Stack
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Profit in generative AI stack lies in hardware level, particularly in semiconductor fabrication and new chip design. Companies like Meta are endeavoring to catch up in this area to compete with industry leaders. The competition for profit is shifting towards owning the hardware design to capitalize on the significant profit potential in the stack. Even traditional chip developers like Intel are venturing into chip design space to own more of the stack. The trend suggests a move towards fully integrated stacks in the coming years, where companies are vying to own various levels of the stack for profitability and competitiveness.
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