By Hamiz Mushtaq Awan
This blog post is the second in a four-part series on AI Investment Themes. The first post explained Core AI and how foundational technologies are shaping the future of AI. In this post, we explore AI Hardware, detailing the physical components powering AI systems. The next posts in the series will cover AI Infrastructure and Applied AI.
Series Format
In my analysis, I categorize the main AI investment themes into four distinct yet interconnected categories:
AI Hardware: Details
We now turn our focus to the world of AI Hardware. This category is pivotal for the actualization of AI's capabilities, encompassing the physical components that are the powerhouse behind AI processing.
AI Hardware: The Physical Backbone of AI
AI Hardware is indispensable for the functionality and advancement of AI systems. It includes innovative and cutting-edge components such as:
These components are designed to meet the intensive computational demands of advanced AI operations, making them a cornerstone of AI's practical application and growth.
Challenges of Investing in AI Hardware
Conclusion
Investing in AI Hardware offers a unique proposition, focusing on the tangible elements that bring AI technologies to life. While it carries distinct challenges, the critical role of hardware in the AI ecosystem makes it an indispensable part of the broader AI investment landscape.
In our next edition, we will delve into AI Infrastructure, exploring the foundational technologies and platforms that support the functionality of AI systems.
