The Billion-Dollar Silicon Race: How AI's Insatiable Chip Hunger Is Reshaping Tech
AI's explosive growth is bottlenecked by an unquenchable demand for specialized hardware, with NVIDIA dominating 80% of training workloads while startups and hyperscalers vie for a piece of the projected $77 billion market. Trust issues, ecosystem lock-in, and unsustainable costs threaten ambitious challengers like Tenstorrent, setting the stage for a high-stakes battle over the future of AI infrastructure. This deep dive explores the technical and economic forces driving the industry toward a likely consolidation under tech giants, leaving little room for revolutionary upstarts.