While interest rates and geopolitical noise continue to get most of the media attention, The Technology Revolution is making a motion at a Sprinter's pace.
Google one of the undisputed Technological and innovative company, And Data Center "Search engine" in the World actually hosted it's "Annual CLOUD Conference", Thursday 11th April 2024. Elite of Professionals of the Technological Advancement and innovative World Corresponded at the event to support the Spectercular innovative ideology of Google to tengibly Impact and support humanity.
It was all about AI and Google's (Alphabet's) developing "AI ecosystem", and maintaining dominance in the age of "Generative AI" which is has being one of the essential component to bliss humanity with the easy accessibility to this Al Tools and Models to make codding and Technological industrialization good and very good for the developing and developed countries respectively and even more better (Excellent) and "Exquisite" for the Advance countries without underestimating Quality.
Google however,unveiled its "most powerful, scalable and flexible "AI accelerator chip" at the it's "Annual CLOUD Conference" which competes incredibly with Nvidia Al chip and Models.
Meanwhile, One of the best innovative company intel hosted it's Vision 2024 conference. It featured a "new AI chip" called "Gaudi 3", which is said to be capable of training large language models 50% faster than Nvidia's "H100 chip", and 40% more power efficient.
Apple Company also announced an AI chip during the same week, to be in the new Mac PCs (an AI personal computer).
And Amazon's CEO, Andy Jassy, published his 2023 Letter to Shareholders during last week. He said, "Generative AI" may be the largest technological transformation since the "Cloud", and perhaps since the internet."
So, everyone has "AI chips". And that's good. If (Founder/CEO of Nvidia) Jensen Huang is right then the cost to "retool" the world's data centers to accelerated computing has already climbed from $1 trillion to $2 trillion (over the next five years). Given that Nvidia Company is supplying 90% of it (at the moment), and they've done under $50 billion in data center revenue over the past year, this global computing power transformation has a long way to go.
There's a lot of demand to fulfill, and it's still very early. The $39 billion worth of Chips Act grants started deployment just three weeks ago. And the World should expect multiples of that amount, in private Scalable investments.
The AI-Innovation Archimedes is about allocating to HIGH-GROWTH,for the industrial metaverse, in respective to the pioneering infrastructure engineering software firm that's been leading metaverse technology since 2016. It's founder led, with double-digit growth, high profitability, and high gross margins (already).
And this Dedicated companies are actively shaping the digital transformation that will drive the coming infrastructure/building boom.
Again, it's still early in this technology revolution. There are tremendous investment opportunities, in an era that has already brought us the multi-trillion dollar companies with no doubt.
